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In the meantime, check out the latest from our blog!
Supreme Court Upholds Washington State Capital Gains Tax – What You Need To Know
On March 24, 2023, the Washington State Supreme Court ruled in favor of a state capital gains tax, which was originally passed in 2021 to take effect starting January 1, 2022. The state will continue as planned and collect the tax due for tax year 2022, leaving just a few short weeks to file a return and pay the tax (the federal tax return filing deadline lands on April 18 this year). With the clouds of uncertainty dispersed, it’s important for Washington residents to understand what is at play.
Can You Afford to Spend More and Give More? You Might Be Surprised by the Answer!
What I didn’t realize when I started my career was just how difficult it can be for clients to feel comfortable spending money and giving away their wealth to family or charities they feel good about (and the regret that can come later in life by these decisions). Whether you are currently retired, soon to be retired, or just looking ahead to the future, you can learn about options and make smart decisions that may enable you to spend more and give more.
The SVB Bank Collapse and What It Means For You
The speed at which the SVB collapse happened showed us what a run looks like in an age when information travels almost instantaneously and money can be requested from anywhere via a simple request from a phone. Here are some insights from Merriman Chief Investment Officer, Kristi de Grys.
Pet Insurance Guide — Worth the Cost & What Coverage to Choose?
Unexpected illnesses, broken bones, and unforeseen medical conditions can unfortunately arise out of nowhere; and given that veterinary care prices have risen, many pet owners may struggle to provide the care that their furry friends need. Taking this into account, does it make sense to get pet insurance?
I’ve Been Laid Off — What Now?
News headlines everywhere are talking about widespread layoffs, particularly in the technology industry. Of course, the primary concern when facing a layoff is finding a new job, but that can take time. Here are a few things to think about as you adjust to your new normal. Perhaps most importantly, DON’T PANIC!
What Should I Do With My Old 401k?
Whether you are part of a recent layoff or are giving your two weeks’ notice, life can be stressful during a job transition. It may be tempting to delay (and even easier to completely overlook) one of the most important decisions about your financial life: what should you do with your old 401(k)? Here are the options to consider.
Medicare Income-Related Monthly Adjustment Amount (IRMAA) Surcharge – What Does It Mean, What Can I Do, and How?
The first question on many retirees’ minds is how to pay for expensive healthcare costs and health insurance when you’re no longer covered by the employer plan you relied on throughout your career. Let’s explore Medicare premiums and an important potential speedbump known as IRMAA.
Quarter in Review: Q4 2022 Market Update
Q4 2022 Market Update from Merriman CIO, Kristi de Grys
Take Advantage of New Tax Adjustments in Planning for 2023!
Tax adjustments happen every year, but this provides an excellent opportunity to review and plan for a better personal tax situation for 2023. Let’s take a look at the changes!