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Getting the Most From Your Health Savings Account (HSA)
Getting the most out of your HSA can be difficult, especially while trying to do so over a long period of time. Here are some tips to integrate HSA planning into your overall financial goals and retirement plan.
City of Tacoma Employees: Buy-Up Long-Term Disability Insurance Benefit
Starting Monday, January 11 through Friday, January 29, eligible City of Tacoma employees have an opportunity to buy affordable additional long-term disability insurance coverage through the City. While this benefit may not sound too exciting, it represents essential insurance coverage that you should consider.
What Women Need to Know About Working with Financial Advisors | Tip #5
I was recently reminded of a troubling statistic: Two-thirds of women do not trust their advisors. This is troubling, largely because it’s so preventable. Check out these tips all women should be aware of to improve this relationship and strengthen their financial futures.
Start the New Year Right – Financial Mistakes to Avoid in 2021
While no one knows when the next recession will occur, you need to learn what not to do so that you can make yourself financially stable. Here are some suggestions to make sure you’re prepared for anything!
Happy New Year!
Wishing all of you a Happy New Year! As we wrap up this year and get ready to welcome in a new year, let’s take a moment to recommit to factors within our control.
Think Twice Before Moving Into Your Rental To Avoid Taxes
You may have heard that you can move back into your rental for two years to avoid paying capital gains taxes when you sell. It’s a common misconception – find out what the rules really say.
1 In 5 Americans Are Delaying Retirement, and Here’s Why
Many workers were looking to retire this year, but with the uncertainty surrounding when exactly life will return back to something resembling normal, some have been putting their plans on hold—and it might be time you followed suit.
What is The Best Strategy for My Investments During These Unpredictable Times?
With 2020 being so unpredictable, and the markets and economy seemingly decoupled, what’s the best strategy for my portfolio?
Making Sense of the WEP and GPO
Do you have a federal or local government pension? Don’t let the WEP or GPO surprise you. Not only do many people find these rules confusing, but they are also often completely overlooked, which may result in a big surprise when filing for Social Security benefits.
What Women Need to Know About Working with Financial Advisors | Tip #4
I was recently reminded of a troubling statistic: Two-thirds of women do not trust their advisors. This is troubling, largely because it’s so preventable. Check out these tips all women should be aware of to improve this relationship and strengthen their financial futures.
2020 Year-End Tax Moves
Here are six moves to consider making before the end of the year to potentially lower your taxes both this year and in years to come.
Incorporating Environmental and Social Values into Your Merriman Portfolio
Investors like you are, by definition, actively planning for your financial future. At Merriman, we understand that you also want to make sure the world is bright for future generations. Learn about some of the ways you can invest in line with your values.
