June Office Hours: Ask a Certified Financial Planner™ Professional

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June Office Hours: Ask a Certified Financial Planner™ Professional

Please join us for the June edition of Office Hours: Ask a Certified Financial Planner™. Office Hours will be held in the first part of each month and will include the following topics, as well as an opportunity to as your own questions:

  • Market Minutes: A recap of what moved the markets during the previous month
  • Planner’s Corner: Timely updates on taxes, charitable giving, estate planning and insurance items that may affect your financial plan
  • FAQ: Answers to the questions we’re most frequently asked on a day-to-day basis
  • Meet a Merriman Teammate: Opportunity to meet another member of your team
  • Bonus: Sharing useful articles and life hacks to improve your quality of life
Register to secure your spot!

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Additional Online Resources

The Role of Bonds

The Role of Bonds

The main function of bonds in a portfolio is downside protection. Despite the lower expected returns for bonds going forward, it is important to understand the characteristics of bonds and why we own them.

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Navigating Healthcare Options

One subject that continually comes up is healthcare. How will I be able to afford healthcare? Should I work until age 65 so that I qualify for Medicare? Learn how to evaluate the options.

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