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In the meantime, check out the latest from our blog!
Financial Planning Items to Consider When Your Child Turns 18
Turning 18 is a big milestone! There are some financial planning items you should be thinking about when supporting your now adult child to set you both up for success.
Home Repairs: DIY vs Hired Work
As the summer kicks off, you may be planning some home improvements. Before taking the plunge, consider these pro’s and con’s of DIY versus hiring a professional.
Moving On Up – Ways You Can Prepare for Your Next/Forever Home
High on the list of stress-inducing situations is the process of buying a home. Join Wealth Advisor, Aimee Butler, as she shares a few things that she wishes she’d known when she was making the move from first home to “forever” home.
Common Investor Mistakes During Market Corrections
When it comes to investing, market corrections are inevitable. How we act during these time periods is what separates the rookies from the professionals and can dramatically alter how successful we are in achieving those goals.
Let’s Talk About Living with Student Loans
With a lot of chatter in the news about student loans, the questions you should be asking yourself are how do you save for the future, pay down your debt, and live fully?
Spring Document Cleaning
It’s time for some spring cleaning—and this spring’s focus is paperwork. Wealth Advisor, Danielle Brandli, CFP®, shares some tips on how to minimize the number of documents you need to keep and maintain.
To Exercise or Not to Exercise: What to Do When You Have Options in a Private Company
If you’ve been granted options in a private company, you may be asking yourself, “Is the potential reward of exercising my options worth the risk?”
Employee Spotlight | Washington Trail Association Volunteering
At Merriman we love giving back to our communities, whether that be in charitable donation matching dollars or using our individual allotment of volunteer hours. And in some instances, it also allows a group of us to enjoy a volunteer experience together.
Considerations for Being Self-Employed Versus an Employee
If the idea of starting up your own business has been on your mind, you have more than likely asked yourself if it’s the right thing to do financially—or at the very least are curious about all the differences between working for a company or being self-employed. Check out the pros and cons for both options.
