"An investment in knowledge pays the best interest."
-Benjamin Franklin
At Merriman, we have always placed a great deal of emphasis on providing investors with the information needed to be successful, whether they become a client of ours or not. Our blog is a great resources on a variety of topics, but some things need a more in-depth look.
Please share these free resources with anyone you think they could help!
Having adequate financial means should provide a sense of freedom, though it’s often clouded by the what-ifs. This book will challenge those doubts and show you a path to financial satisfaction through strategic planning.
Taxes are often a significant outflow of resources each year, so finding ways to minimize taxes and invest in a tax-efficient manner is crucial to success.
Retirement in the 21st century can mean attaining a version of freedom where work becomes optional, at any age.
Social Security and Medicare are complex topics. Here’s our guide to evaluating your options and making the best choices for you.
Understanding the whole home buying process before you even start can make it all go much more smoothly.
Conversations you must have with your loved ones before it’s too late.
