Renting vs. Owning a Home in Retirement

Renting vs. Owning a Home in Retirement

When it comes to retirement, the demands of each retiree are unique. Thus, each retiree must make their own judgments about whether or not to buy or rent a home. While some retirees choose to remain in their homes, others are willing to invest in a property where they may enjoy their golden years; still, … Read more

Making Sense of Your Post-Security Income

Making Sense of Your Post-Security Income

Thank you for all of your hard work. You’ve been meticulous in tracking every penny. However, as retirement draws near, you’re beginning to wonder whether you’re genuinely prepared. At Merriman, this is a common occurrence. It’s not that people who are about to enter retirement are unprepared; rather, it’s that they are unclear about how … Read more

Is It Time to Worry About Inflation?

Is It Time to Worry About Inflation

Should I be concerned that inflation is on the rise? What can I do to safeguard my savings from increasing inflation? The consumer price index (CPI) grew by 5.3 percent in the 12 months ending in August 2021, according to the US Bureau of Labor Statistics. Over the last year, the prices of all non-food … Read more

Defeating Economic Doubts

Defeating Economic Doubts

In the beginning of my work, I had a number of people who abruptly cancelled their meetings with me. Some were due to business or family issues, while others were due to “not being prepared to meet” or “not sure this is the road I want to go” or, in rare instances, not saying anything … Read more

Merriman’s Investment Committee Expands to Include Geoff Curran and Paige Lee

Merriman's Investment Committee Expands to Include Geoff Curran and Paige Lee

With over $3.6 billion in assets under administration, Merriman Wealth Management is happy to announce the recruitment of CPA/ABV Geoffrey Curran, CFA, and CFP® Paige Lee to its investment committee. Jeremy Burger, CFA, CFP®, said that the inclusion of Geoff and Paige will assist Merriman’s investment committee in “continuing to seek the greatest investment results … Read more