Everyone will agree that the COVID-19 pandemic has wreaked havoc on people's budgets. Here are 5 ways to get back on track. https://bit.ly/3lvtOUl
Taking control of your physical and mental health can help reduce your healthcare costs over the long-term, allowing you to use your retirement savings on other things you value. https://bit.ly/3lCpXoc
Wealth Advisor, Sarah Kordon was recently reminded of a troubling statistic: Two-thirds of women do not trust their advisors. This is troubling, largely because it’s so preventable. Check out these tips all women should be aware of to improve this relationship and strengthen their financial futures. https://bit.ly/3lJWVTY
One of the most noted and real impacts of the coronavirus is that employees are working from home. This trend might lead one to worry that real estate values will plummet as demand falls and supply stays constant. To this, our Chief Investment Officer offers two counterpoints. https://bit.ly/3hLC2VQ
Inheriting an IRA? Learn how the new rules under the SECURE Act can impact you. https://bit.ly/3h98txi
Over the past few years, we’ve been asking our clients—to hear it in their own words—about the value they gain from working with us. Check out these top ten reasons why clients hire us. https://bit.ly/2BWNJtc
Wealth Advisor, Sarah Kordon was recently reminded of a troubling statistic: Two-thirds of women do not trust their advisors. This is troubling, largely because it’s so preventable. Check out her second tip that all women should be aware of to improve this relationship and strengthen their financial futures. https://bit.ly/33vXubu
There are many factors besides the interest rate that a homeowner should consider before refinancing. Check out our top seven key considerations. https://bit.ly/333Bkyw
The benefits of ROTH conversions are not just effective during a severe bear market but can be utilized nearly every year. https://bit.ly/350pwwL
Planning to list your investment property for sale? Selling this type of property comes with a set of unique challenges. When you plan and strategize in advance, you could save yourself a lot of time and money. https://bit.ly/3hpQ3Yh
Investors like you are, by definition, actively planning for your financial future. At Merriman, we understand that you also want to make sure the world is bright for future generations. Learn about some of the ways you can invest in line with your values. https://bit.ly/2UjFcpH
Follow an advisor's personal journey to sustainable investing and learn more about Merriman's new values-based portfolio. https://bit.ly/3eMMWKx
Why do you need a financial plan? Not only to increase your chances of success but to also minimize potential failures. https://bit.ly/34LamNj
Wealth Advisor, Sarah Kordon, was recently reminded of a troubling statistic: Two-thirds of women do not trust their advisors. This is troubling, largely because it’s so preventable. Check out these tips all women should be aware of to improve this relationship and strengthen their financial futures. https://bit.ly/3jyyTc2
Why is it that when the words “children” and “finances” are mentioned in the same sentence, parents brace themselves like they are about to hear the punchline to a really bad joke? Well, it may be because children and finances are often characterized as two major topics that can cause stress and frustration. Here are some activities that can be done together that can be fun and satisfying for the whole family. https://bit.ly/3kJbUN7
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How Kids, Teens, and Parents Can Be Financially Smart—Together! | Merriman
Sierra Butler, CFP® congratulations on becoming a CERTIFIED FINANCIAL PLANNER™ professional! Your hard work has paid off and the Merriman team is very proud of your accomplishment. Exciting times ahead!
No matter how confident you are that the house you’re about to buy is the perfect one for you, it’s always wise to ask as many questions of the seller as possible to make sure you’re getting exactly what you paid for, without any nasty surprises. Here are some vital questions to ask! https://bit.ly/39Tp1Xz
One of the provisions of the CARES Act was a suspension of 2020 Required Minimum Distributions (RMDs). For individuals who took a distribution early in 2020, they were given the opportunity to “undo” part or all of that distribution by returning funds to their IRA by August 31, 2020. Learn more about the tax reporting. https://bit.ly/3qIJN2T
Getting the most out of your HSA can be difficult, especially while trying to do so over a long period of time. Here are some tips to integrate HSA planning into your overall financial goals and retirement plan. https://bit.ly/3qUAGxf
Merriman Wealth Advisor, Sarah Kordon, was recently reminded of a troubling statistic: Two-thirds of women do not trust their advisors. This is troubling, largely because it’s so preventable. Check out these tips all women should be aware of to improve this relationship and strengthen their financial futures. https://bit.ly/383YAO0
While no one knows when the next recession will occur, you need to learn what not to do so that you can make yourself financially stable. Here are some suggestions to make sure you’re prepared for anything! https://bit.ly/3oUyaVP
