Celebrating 30 Years with Merriman

You can find part I of the video here, and part III here.

To view the video in full screen click the expand icon in the lower right corner

of the video screen.

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New IRS Rollover Relief Update for Required Minimum Distributions (RMD)

<img src="https://www.merriman.com/wp-content/uploads/Couple-RMD-Planning-400x250.jpg" alt="New IRS Rollover Relief Update for Required Minimum Distributions (RMD)" class="" srcset="https://www.merriman.com/wp-content/uploads/Couple-RMD-Planning.jpg 479w, https://www.merriman.com/wp-content/uploads/Couple-RMD-Planning-400x250.jpg 480w " sizes="(max-width:479px) 479px, 100vw " width='400' height='250' />

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the IRS announced additional relief relating to Required Minimum Distributions (RMD), allowing you to return RMD funds withdrawn after January 1, 2020.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

<img src="https://www.merriman.com/wp-content/uploads/family-on-beach-path-400x250.jpg" alt="Reason #9 Why Clients Hire Merriman: Family Continuity" class="" srcset="https://www.merriman.com/wp-content/uploads/family-on-beach-path-scaled.jpg 479w, https://www.merriman.com/wp-content/uploads/family-on-beach-path-400x250.jpg 480w " sizes="(max-width:479px) 479px, 100vw " width='400' height='250' />

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)

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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

<img src="https://www.merriman.com/wp-content/uploads/ARF-retirement-domino-fall-FB-ad-2-Smaller-400x250.jpg" alt="Webinar | The Fragility of Retirement in the Coronavirus Era" class="" srcset="https://www.merriman.com/wp-content/uploads/ARF-retirement-domino-fall-FB-ad-2-Smaller.jpg 479w, https://www.merriman.com/wp-content/uploads/ARF-retirement-domino-fall-FB-ad-2-Smaller-400x250.jpg 480w " sizes="(max-width:479px) 479px, 100vw " width='400' height='250' />

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.

Reason #8 Why Clients Hire Merriman: We Hold You Accountable

<img src="https://www.merriman.com/wp-content/uploads/puzzle-accountability-400x250.jpg" alt="Reason #8 Why Clients Hire Merriman: We Hold You Accountable" class="" srcset="https://www.merriman.com/wp-content/uploads/puzzle-accountability-scaled.jpg 479w, https://www.merriman.com/wp-content/uploads/puzzle-accountability-400x250.jpg 480w " sizes="(max-width:479px) 479px, 100vw " width='400' height='250' />

Reason #8 Why Clients Hire Merriman: We Hold You Accountable

Do you have those things you know you should do but always find distractions to not complete them? We help hold our clients accountable…and that’s why our clients love us.

Reason #7 Why Clients Hire Merriman: We’re Encouraging

<img src="https://www.merriman.com/wp-content/uploads/Encouraging-400x250.jpg" alt="Reason #7 Why Clients Hire Merriman: We’re Encouraging" class="" srcset="https://www.merriman.com/wp-content/uploads/Encouraging.jpg 479w, https://www.merriman.com/wp-content/uploads/Encouraging-400x250.jpg 480w " sizes="(max-width:479px) 479px, 100vw " width='400' height='250' />

Reason #7 Why Clients Hire Merriman: We’re Encouraging

In the same way a personal trainer helps you get into shape, we encourage and motivate our clients to work towards their financial goals…and that’s why our clients love us.

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