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
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
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
When Incentive Stock Options (ISOs) enter a client’s financial picture, they are often exposed to the Alternative Minimum Tax. Check out our blog article from last week for additional information on how AMT is calculated so you don’t be caught off guard. Many people misunderstand ISOs, and they may be in for a huge surprise … Read more
We all want to see our investments grow in value over time, aren’t we? When your balance grows and you feel more secure, it’s a terrific feeling to save and invest wisely. In order to really grasp the value of our possessions, we must go beyond the ledger lines. When we save money, our ultimate … Read more
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
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
Young people, in particular students, need to be able to manage their finances independently. Even essay review services like Best Writers Online are routinely overspent on by students. Because of this, individuals experience a lack of financial security. Learning how to properly manage one’s money is crucial to avoid this issue in the future. Do … Read more
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
Begin by congratulating both KSU and Canadian Pacific Railway on their successful merger (CP). There is no joy in getting an unexpected tax bill due to December 2021’s merger, so we’ll attempt to describe the details below.The following are the regulations that apply when cash or property is obtained as part of a merger or … Read more