Do you worry about having enough money to enjoy your life after retirement? Does the fear of running out of money prevent you from spending on things that will make you happy? Perhaps you’d like to give more to the causes, charities or family you care about? Since we don’t know whether we will be here until age 75, 90 or 100… we can become terrified of spending or giving any amount! Join author and Wealth Advisor Geoff Curran to discuss how to spend more and give more in retirement! He’ll answer questions about “financial immortality”, which accounts and how much you can safely withdraw per year, how best to give to charity and transfer wealth to your family plus mistake to avoid. If you’ve not yet had a chance to read Geoff’s book, download it now and then watch the Lunch and Learn recording from a live webinar on May 3rd to get your questions answered! Watch the recording here!
There are more than one and a half million nonprofits in the U.S. and ten million worldwide. No wonder the process of deciding where you want to donate can be overwhelming! Whether you are donating for the first time, consolidating donations, or considering making a large gift: Begin by reflecting on your motivation for giving. Continue reading to learn how you can maximize the impact of your donation.
The Merriman Team enjoyed some volunteer hours in the community!
Q1 2023 Market Update from Merriman CIO, Kristi de Grys
