Last week the #SenateSpecialCommitteeOnAging held a hearing in which they confirmed that women face much larger hurdles in attaining #FinancialSecurity in #retirement. According to the #NonpartisanCenterForRetirementResearch, on average, #women face a larger #RetirementSavings gap than men and experience higher #poverty rates at older ages.
MARKETWATCH.COM
This is why so many women face poverty in their old age
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
MERRICKFINANCIALGROUP.COM
How to Appeal Your Property Taxes
Do Not Miss Our Next Seminar!
Retirement Planning Seminar for members of the NYPD via Zoom.
Wednesday October 7th, 2020 at 1800 hours
If you, a colleague, or friend are considering retiring or just want to get your financial “Ducks in a Row” click the link below to register for this Complimentary Financial Education Training Seminar. We look forward to seeing you on Wednesday October 7th, 2020 at 1800 hours.
Although this seminar is open to all MOS, Tier 2 members who are reaching retirement will greatly benefit from the information provided.
Do you know what your #insurance needs are, when you’re married, with children?
MERRICKFINANCIALGROUP.COM
Insurance Needs Assessment: Married With Children
Test your estate strategy knowledge with this short quiz.
MERRICKFINANCIALGROUP.COM
Test Your Estate Strategy Knowledge
Football is back, which means Summer is coming to a close, days will get shorter, and sweaters will soon be in play.This year, there was no pre-season, so professional football started in September, which coincidentally, is a...
MERRICKFINANCIALGROUP.COM
Football Is Back
The truth is a little more complicated with these personal finance idioms.
MERRICKFINANCIALGROUP.COM
The Latte Lie and Other Myths
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
MERRICKFINANCIALGROUP.COM
Six Most Overlooked Tax Deductions
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
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Monthly Market Insights | October 2020
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
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What If You Get Audited?
Renter? Think you’re covered by the owner’s insurance? Do a double check. #rentersinsurance #renting #insurance
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An Overview of Renter’s Insurance
Do Not Miss One of our Last Seminars for 2020 !
Retirement Planning Seminar for members of the NYPD via Zoom.
https://form.jotform.com/MerrickFinancialGroup/SignupForm
If you, a colleague, or friend are considering retiring or just want to get your financial “Ducks in a Row” click the link below to register for this Complimentary Financial Education Training Seminar. We look forward to seeing you on Wednesday November 11th, 2020 at 1800 hours
Although this seminar is open to all MOS, Tier 2 members who are reaching retirement will greatly benefit from the information provided.
FORM.JOTFORM.COM
Zoom Retirement Webinar Registration Form 11/11/2020
Periodic withdrawals in retirement may not be such a good idea.
MERRICKFINANCIALGROUP.COM
Systematic Withdrawals in Retirement
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits
MERRICKFINANCIALGROUP.COM
How Will Working Affect Social Security Benefits?
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
MERRICKFINANCIALGROUP.COM
Yours, Mine and Ours: Estate Strategies for Second Marriages
Here are a few key factors to consider when naming an executor for your estate.
MERRICKFINANCIALGROUP.COM
And the Executor Is
Periodic withdrawals in retirement may not be such a good idea.
MERRICKFINANCIALGROUP.COM
Systematic Withdrawals in Retirement
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
MERRICKFINANCIALGROUP.COM
Monthly Market Insights | January 2021
Earnings season can move markets. Find out why.
MERRICKFINANCIALGROUP.COM
Earnings for All Seasons
There are four basic steps to calculating the value of an estate.
MERRICKFINANCIALGROUP.COM
Four Steps to Valuing an Estate
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
MERRICKFINANCIALGROUP.COM
Red Flags for Tax Auditors
Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]
MERRICKFINANCIALGROUP.COM
The A, B, C, & D of Medicare
