An important part of helping clients achieve their financial goals is helping them navigate questions and decisions around Social Security, Medicare and long-term care. Whether it’s deciding when to start Social Security, or applying for supplemental Medicare coverage, or determining if you need long-term care insurance, these decisions have a big impact on your financial situation and wellbeing. We’ll be joined by outside experts to provide additional tips and timely updates surrounding these topics. Register to secure your spot!
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
