An interview with a high school teacher about her experience helping students navigate the federal student loan system from start to finish and find out what advice she has for parents and students today.
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March Office Hours: Ask a Certified Financial Planner™ Professional
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March Office Hours: Ask a Certified Financial Planner™ Professional
Please join us for the March 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
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Meet a Merriman Teammate: Opportunity to meet another member of your team
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Bonus: Sharing useful articles and life hacks to improve your quality of life
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Additional Online Resources
Navigating the Free Application for Federal Student Aid (FAFSA)
read more
How Do Incentive Stock Options (ISOs) Impact Alternative Minimum Tax (AMT)?
ISOs can be a tremendous benefit to creating wealth, but they are often misunderstood and can pack a large surprise if not appropriately planned for.
How-To Guide for Applying for a WA Cares Exemption
A step-by-step guide to applying for the Washington State Cares Exemption.
