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

Who Has to Pay the Alternative Minimum Tax (AMT) and How?

Who Has to Pay the Alternative Minimum Tax (AMT) and How

Even if you have never heard of the Alternative Minimum Tax (AMT), it might be confusing and complicate your financial planning in ways you weren’t expecting. The effects of AMT on your financial status are discussed in detail in this article. In the 1960s, the AMT was developed to discourage wealthy taxpayers from using deductions … Read more

Is Password Security a Concern for You?

Is Password Security a Concern for You

Password safety is becoming an important aspect of our financial safety in today’s environment. In the world of financial advisers, we’re aware of this and take precautions to safeguard our customers on a daily basis. We do, however, encourage our customers to take precautions to ensure their own safety. Password management and storage are two … Read more

Clients rely on us for these 10 Reasons

Clients rely on us for these 10 Reasons

At Merriman Wealth Management, we take financial planning off our clients’ plates so they can spend their time and energy doing what they like. Asking our customers about the value they get from working with us is something we’ve been doing for a few years now. We’ve put up a ten-part blog series that explains … Read more

When Will I Receive My Tax Returns?

When Will I Receive My Tax Returns

The question, “When will I receive my tax forms?” is one we hear a lot during tax season. Here’s an estimate of when your custodian will provide your tax documents. Signing up for electronic tax form delivery alerts concerning their availability, accessibility, and security is something we highly recommend you do. Schwab Schwab creates its … Read more