We can help make sure your goals are specific and achievable!
The Appeal of Becoming a Snowbird
Tired of the gray skies and rain? Have you considered being a snowbird? Once a term associated with retired, older adults who really feel the sting of a brisk winter, these days the life of a snowbird can be just as appealing to younger people, especially those with flexible career options.
Merriman clients sure do know how to live fully!
We are so delighted to share some amazing visual stories of our client families LIVING FULLY! We asked you to share and you answered – with wonderful images of you living your dreams.
Financial Football – Who’s on Your Team?
Wealth Advisor, Frank McLaughlin can’t help but notice the parallels between the Seahawks and the financial markets in 2022. So, as we are currently in the midst of a difficult season, how do we put together the right team to win you a super bowl trophy (or at least help you achieve your goals)?
Making Your Dream of Long-term Travel a Reality
Think that you can’t travel or go on your dream vacation before you retire? With some intentional planning there’s no need to wait for these rewarding experiences, whatever your dream might be.
The Scary Thing About Getting Married…
In the spirit of Halloween, I want to share something I did earlier this year that scared the candy corn out of me, something that made my stomach flip like stepping off a cliff ledge…I got married. Jokes aside, after the streamers come down and the wedding party goes home, you and your partner are officially married. I distinctly remember thinking to myself, “Ok, now what?” It turns out I wasn’t alone in asking this question.
Minimizing Lifetime Taxes with Roth Conversions in Early Retirement
Moving into retirement is an exciting opportunity to live fully. For many, this period at the start of retirement can also be an opportunity to provide additional financial security—and minimize lifetime taxes—by making partial Roth conversions.
