Other questions?
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.
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.
Wellness as a Financial Strategy
Taking control of your physical and mental health can help reduce your healthcare costs over the long-term, allowing you to use your retirement savings on other things you value.
Getting Smart with Your 2020 Benefits Enrollment
What could be the cost of ignorance? For some mistakes it could be a couple of dollars; for others, it could run into hundreds or thousands of dollars every year. Not paying attention to your enrollment benefits falls under the latter.
Medicare Open Enrollment is here!
It’s no secret that Medicare can be confusing. Open enrollment is now through December 7th – find out how you could save thousands with this quick flowchart guide!
Should I Rent Out My Home on Airbnb?
Have you ever considered renting your home out on AirBnB? There are many factors to consider before you jump into the vacation rental industry.
Do I Need to Buy a Home to Be Successful?!
While many people think the path to financial success is through home ownership that isn’t necessarily the case. Read the article to learn more about why renting vs buying isn’t always a clear-cut decision, to help you determine what’s best for you.
How to Determine When You Need Trip Insurance
A lot goes into planning a trip, whether you’re visiting family for the holidays or taking a once in a lifetime trip! Check out our tips on how to determine if you should consider trip insurance.
Merriman’s Guide to Social Security and Medicare
An important part of helping clients achieve their financial goals is helping them navigate questions and decisions around Social Security and Medicare. Whether it’s deciding when to start Social Security or applying for supplemental Medicare coverage, these decisions have a big impact on your financial situation and wellbeing. This book covers the ins and outs of these complex topics.
