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Geoffrey Curran Promoted to Principal
We are pleased to announce the promotion of Geoffrey Curran, CPA/ABV, CFA, CFP® to principal of Merriman Wealth Management.
Reason #10 Why Clients Hire Merriman: Someone Else to Blame
During stressful times having a third-party to lay blame on can help ease relationship tensions…and that’s why our clients love us.
New IRS Rollover Relief Update for Required Minimum Distributions (RMD)
On June 23, 2020 the IRS announced additional relief relating to Required Minimum Distributions (RMD), allowing you to return RMD funds withdrawn after January 1, 2020. Learn more about this announcement.
Reason #9 Why Clients Hire Merriman: Family Continuity
Life is unpredictable. We help you make a plan so you know your family will be taken care of…and that’s why our clients love us.
Should I Take the Boeing Voluntary Layoff (VLO)
Many people may be considering the Boeing Voluntary Layoff (VLO) offer but are unclear what retiring now would mean for their future lifestyle. This is a major decision to make in a short amount of time, and there are many factors to consider.
Webinar | The Fragility of Retirement in the Coronavirus Era
We have also been hearing lots of questions from clients, prospects, friends, and family.
Should I sell all of my stocks now? Should I go to cash? Should I use all the cash I have to buy in? Should I file for Social Security earlier than planned? How will I pay for a hospital stay if I need one?
If you are worried about some of these things too, then click to learn more.