Please join us for Merriman’s Quarterly Investment Update + Office Hours Q&A session!
To start, Chief Investment Officer Kristi de Grys will share the research team’s insights on our investment strategies and the markets (including our take on inflation, interest rate changes and the war in Ukraine). Then we’ll address our most commonly asked questions, debunk myths and provide timely updates on various financial topics.
Make sure to stay until the end to meet our special guest!
Watch the recording!
News headlines everywhere are talking about widespread layoffs, particularly in the technology industry. Of course, the primary concern when facing a layoff is finding a new job, but that can take time. Here are a few things to think about as you adjust to your new normal. Perhaps most importantly, DON’T PANIC!
Whether you are part of a recent layoff or are giving your two weeks’ notice, life can be stressful during a job transition. It may be tempting to delay (and even easier to completely overlook) one of the most important decisions about your financial life: what should you do with your old 401(k)? Here are the options to consider.
The first question on many retirees’ minds is how to pay for expensive healthcare costs and health insurance when you’re no longer covered by the employer plan you relied on throughout your career. Let’s explore Medicare premiums and an important potential speedbump known as IRMAA.
