Find out if you should consolidate your old plans.
April is Financial Literacy Month
Since April is Financial Literacy Month, Wealth Advisor Alan Hensley shares some personal and professional stories highlighting how Merriman empowers our clients to live fully by providing peace of mind in their financial lives.
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.
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!
Boeing Pension and Lump Sum Comparison – Should I Retire Early?
Boeing employees nearing retirement age are facing a financial decision that will need to be made by November 30—one that could have a significant impact on their lifestyle in retirement. Learn more about the options!
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.
