It can be challenging to fully develop and articulate your goals, especially when your goal is on a longer time horizon. If it involves a wealth accumulation component, it can be hard to anticipate what actually could be possible. We'll help you ask the right questions to uncover what is most important to you, create a vision for your future, then build a framework to define and work toward your goals, adjusting as the possibilities evolve over time. Join Merriman advisor, Lowell Parker, CFP® for an interactive presentation to discover the possibilities with your own financial plan.
When it comes to investing, market corrections are inevitable. How we act during these time periods is what separates the rookies from the professionals and can dramatically alter how successful we are in achieving those goals.
With a lot of chatter in the news about student loans, the questions you should be asking yourself are how do you save for the future, pay down your debt, and live fully?
It’s time for some spring cleaning—and this spring’s focus is paperwork. Wealth Advisor, Danielle Brandli, CFP®, shares some tips on how to minimize the number of documents you need to keep and maintain.
