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Living Fully with Merriman CIO and Portfolio Manager Dennis Tilley
Since 1999, Merriman CIO and Portfolio Manager Dennis Tilley has been on a journey to help our clients make wise investments. While certainly an important job that he takes very seriously, Dennis believes making smart investment choices is only a means to an end of being able to live the life our clients want. Dennis knows maybe better than anyone else that Merriman’s mantra, “invest wisely, live fully,” is all a matter of balance.
When Dennis was growing up, he watched his father work hard and save so that he could reach his long-held goal of retiring early. When his father reached that goal, Dennis saw firsthand that an early retirement could be more a curse than a blessing. While his dad enjoyed retirement at first, over time he was left asking, “Now what?” read more…
How to Qualify for Your Dream Home With Restricted Stock Units (RSUs)
Restricted stock units (RSUs) play a big role in compensation packages, especially for high-tech companies. For many, RSUs can make qualifying for a mortgage challenging. That’s all starting to change, and there are new guidelines that allow RSUs to be considered an eligible part of your income. read more…
How to Determine When You Need Trip Insurance
A lot goes into planning a great trip – choosing flights and hotels, making sure you have all the necessities, finding a house sitter, etc. Personally, I’m never able to relax and enjoy the trip until I’m on the flight to my destination. I’m always worried something might go wrong, and some unforeseen circumstance may force me to cancel all or part of the trip.
By the time you get to the airport, you’ve usually spent a good chunk of money that’s not refundable. If you have to cancel last minute, you miss out on the trip you’ve been looking forward to for months, and you lose the money you spent so far. read more…
How You Can Leave A Lasting & Meaningful Legacy
I recently heard a TED Radio Hour story on NPR about Lux Narayan, an entrepreneur and data analyst. His organization spent two years analyzing the obituaries in The New York Times, looking for threads of commonality between the people who were featured. Then, his team created a word cloud of the text to show which words turned up most often.
One word showed up in large, bold type is help, because these people made a positive impact on the lives of others. They helped. read more…
What JJ Watt Teaches us About Philanthropy
As football season is fully underway, many of us get swept up in the weekly excitement of watching our favorite teams take on their rivals. Maybe you’re closely watching the ups and downs of your Fantasy Football team and strategizing about who to start each week and what the most beneficial trades may be. It’s an exciting time of year for many fans. Let’s take this opportunity to highlight the work one football player is doing off the field. read more…
Merriman’s Guide to Social Security and Medicare
An important part of helping clients achieve their financial goals is helping them navigate questions and decisions around Social Security and Medicare. Whether it’s deciding when to start Social Security or applying for supplemental Medicare coverage, these decisions have a big impact on your financial situation and wellbeing.
This book is broken up into two parts, as Social Security and Medicare are complex topics. The first covers Social Security and strategies. The second part covers the ins and outs of Medicare and all its various plans.
We hope you discover strategies and new things that will help you make the best decisions for your situation. As always, we’re here to help and answer any questions you may have.
