Merriman Wealth Management

How a Financial Advisor Can Help with Affording Private School
Navigating the financial complexities of private school can be overwhelming, but also keep in mind that the planning you do now for private school will help with planning for college. A Merriman advisor can provide personalized guidance, help you create a comprehensive cash flow plan, and ensure your decision aligns with your broader financial goals.

Read the blog on Affording Private School: A Guide to Financial Planning and Managing Education Costs https://bit.ly/46CikGk

Getting the Most Out of Your Company Stock: A Guide for Employees
With Merriman Wealth Advisors Chris Waclawik and Geoff Curran
THURS SEPTEMBER 26, 2024 | 12:00 PM PST

Have you worked for a company that offered compensation in the form of company stock? Holding onto company stock can leave your wealth tied to the company's performance. By simply doing nothing with your shares, you are agreeing to whatever happens with that stock, which may not be as robust as you’d like! Are you ready to take more control?

Join our live webinar co-hosted by Wealth Advisors Chris Waclawik and Geoff Curran for strategies and options to leverage your company stock and unlock its full potential. You'll also have an opportunity to ask questions in real-time!

Can't attend live? No problem, register anyway and we'll send you the recording after! https://bit.ly/3SfZgYI

Smart Tax Strategies for Retirement

Save the Date: September 12, 2024 (Noon)
Presented by Merriman Wealth Advisors Frank McLaughlin, CFP®, CSRIC®, and Mike Ersser, CFP®, ABFP™

Join us for a LIVE Lunch & Learn session on Smart Tax Strategies for Retirement, hosted by Merriman Wealth Advisors Frank McLaughlin, CFP®, CSRIC®, and Mike Ersser, CFP®, ABFP™. During this interactive event, they will share valuable strategies and tips aimed at helping you craft intentional and wise tax plans for retirement. Explore a range of tax-related insights, delve into intriguing historical data, and discover fun facts to underscore the importance of making informed decisions about your taxes.

Whether you are already retired or planning for retirement, this session is designed to provide you with the knowledge you need to make informed choices.

Don't miss this opportunity to gain insights and ask questions live! Register today! https://bit.ly/3RXblle

Critical Factors Often Overlooked When Saving for Education
How do you calculate all-in costs and project future increases? What about financial aid options? Scholarships? 529 plans? Do I need a long-term cash flow plan? Get the answers within this blog that addresses many considerations of setting your family up for success if you choose private school. Many of the same principles apply for managing college tuition costs as well so read on!

Read the blog on Affording Private School: A Guide to Financial Planning and Managing Education Costs. https://bit.ly/46CikGk

Happy 4th Anniversary! Not only can we celebrate Michelle’s 4th anniversary, she also deserves congrats on moving up from an Associate Advisor to a Wealth Advisor on our team! Tenacity. Determination. Intelligence. An incredible sense of humor. These are just a few traits that describe Michelle both at work and personally.

When not helping clients secure healthy financial lives, she is a dedicated mom to Autumn, her beloved rescue pup that lovingly offers “challenges” every day. Not to be dissuaded, Michelle remains committed to helping her dog navigate a world full of stress-inducing triggers that can make a walk around the block a major event. Michelle is a tireless “cheerleader” for her dog, her friends, family, co-workers, and of course, her clients. We are lucky to have you on our team, Michelle! Cheers to many more years!

Getting the Most Out of Your Company Stock: A Guide for Employees
With Merriman Wealth Advisors Chris Waclawik and Geoff Curran
THURSDAY, SEPTEMBER 26, 2024 | 12:00 PM PST

Have you worked for a company that offered compensation in the form of company stock? Holding onto company stock can leave your wealth tied to the company's performance. By simply doing nothing with your shares, you are agreeing to whatever happens with that stock, which may not be as robust as you’d like! Are you ready to take more control?

Join our live webinar co-hosted by Wealth Advisors Chris Waclawik and Geoff Curran for strategies and options to leverage your company stock and unlock its full potential. You'll also have an opportunity to ask questions in real-time!

Can't attend live? No problem, register anyway and we'll send you the recording after! https://bit.ly/3SfZgYI

Save the Date: September 12, 2024 (Noon)
Presented by Merriman Wealth Advisors Frank McLaughlin, CFP®, CSRIC®, and Mike Ersser, CFP®, ABFP™

Be sure to register for our upcoming LIVE session! Gain valuable strategies and tips aimed at helping you craft intentional and wise tax plans for retirement. Explore a range of tax-related insights, delve into intriguing historical data, and discover fun facts to underscore the importance of making informed decisions about your taxes. Whether you are already retired or planning for retirement, this session is designed to provide you with the knowledge you need to make informed choices.

Register at: https://bit.ly/3RXblle

Strategically Planning for Private School Costs

How do you calculate all-in costs and project future increases?What about financial aid options? Scholarships? Do I need a long- term cash flow plan? Get the answers within this blog that addresses many considerations of setting your family up for success if you choose private school. Many of the same principles apply for managing college tuition costs as well so read on!

Read the blog on Affording Private School: A Guide to Financial Planning and Managing Education Costs https://bit.ly/46CikGk

Congrats on FOUR YEARS at Merriman! As a Western Washington native, Sierra embodies all things PNW with a love for the outdoors such as hiking to enjoy the lush scenery and also kicking back to enjoy another PNW favorite - COFFEE! Her clients benefit from a natural instinct to listen and understand unique perspectives and situations so she can act as a financial planning partner with their specific values in mind.

As a newer mom and noted “cat rescuer,” we appreciate Sierra’s endless patience, compassion and wit - certainly for her clients but also for her co-workers! Bravo Sierra!!

Join us for:
Getting the Most Out of Your Company Stock: A Guide for Employees
With Merriman Wealth Advisors Chris Waclawik and Geoff Curran
THURSDAY SEPTEMBER 26, 2024 | 12:00 PM PST

Have you worked for a company that offered compensation in the form of company stock? Holding onto company stock can leave your wealth tied to the company's performance. By simply doing nothing with your shares, you are agreeing to whatever happens with that stock, which may not be as robust as you’d like! Are you ready to take more control?

Join our LIVE webinar co-hosted by Wealth Advisors Chris Waclawik and Geoff Curran for strategies and options to leverage your company stock and unlock its full potential. You'll also have an opportunity to ask questions in real-time!

Can't attend live? No problem, register anyway and we'll send you the recording after! https://bit.ly/3SfZgYI

No matter what life stage you’re in, everyone has at least one financial blind spot. We developed this quiz to help you get to know your own financial life better, because knowledge is power, especially when it comes to your money. With each quiz response, you will gain a little financial wisdom from our Merriman wealth advisors.

Take the quiz and find out where you might have some financial blind spots! https://bit.ly/4cMAlEO

There are wonderful schools, both public and private, committed to offering the best experiences and quality education for our children across the country. In some cases, private schools may align better with your family’s personal values, learning needs, religious affiliations or belief systems. When exploring the options, choosing the right school for your child is a big decision! But let's be real: the tuition can be a bit of a sticker shock!
Affording private school can be challenging, but you can make it work. So, get ready to roll up your sleeves and dive headfirst into the world of private school finances.

Read the blog on Affording Private School: A Guide to Financial Planning and Managing Education Costs https://bit.ly/46CikGk

Congrats Moorea on a DECADE at Merriman! So much has changed and yet your commitment, attention to detail and propensity to geek out on all things financial have not wavered! Lucky us and lucky clients! As a busy wife and mom, Moorea handles “all the things” with intelligence and grace, helping to make our Eugene team a force to be reckoned with!

We could describe Frank as kind, gentle, intelligent and even-tempered with unwavering loyalty but that makes him sound a bit like a Golden Retriever. However, if you ask Frank about his weekend, it will likely include a story about his beloved dog, Jet (the Golden Retriever!)

Frank is always ready to engage, share a story, and help out in any way he can. Congrats on 11 years, Frank! We are so lucky to have you on our team!!!

Save the Date: September 12, 2024, 12:00 PM PST

Join us for a LIVE Lunch & Learn session on Smart Tax Strategies for Retirement, hosted by Merriman Wealth Advisors Frank McLaughlin, CFP®, CSRIC®, and Mike Ersser, CFP®, ABFP™.

During this interactive event, Frank and Mike will share valuable strategies and tips aimed at helping you craft intentional and wise tax plans for retirement. Explore a range of tax-related insights, delve into intriguing historical data, and discover fun facts to underscore the importance of making informed decisions about your taxes. Whether you are already retired or planning for retirement, this session is designed to provide you with the knowledge you need to make informed choices.

Don't miss this opportunity to gain insights and ask questions live! Register now: https://bit.ly/3RXblle

Aneesah could be the sweetest person on the planet and is such a lovely addition to our Client Services team. She always has a kind word, she is super-helpful and her infectious giggle puts everyone at ease. Congrats on your first year with Merriman, Aneesah! We hope it's just the first of many!!

Dream vacation planning is one of the best parts of our job. We love working with people to uncover their dreams and create a plan to make them happen NOW, not only in retirement. If you have ideas about what’s important for you and your future, let’s connect!

Read the blog on “Making Your Dream of Travel In Retirement a Reality." https://bit.ly/46e7PsR

If you missed our July Quarterly update, you can still tune in for the replay!

Gain some financial wisdom presented by CIO Kristi de Grys and Wealth Advisor Jeff Barnett. This Quarterly update was an informative Q&A conversation between Kristi and Jeff on what you need to know about the financial world right now.

Watch now! https://bit.ly/45Q00cp

As financial advisors, we help provide clarity around retirement travel. We can answer your questions about how your trip might impact your retirement timeline so you’re comfortable making the decision to take time away. We’ve compiled a list of some important planning items for short and long-term trips so you know what to keep in mind.

Read the blog on “Making Your Dream of Travel In Retirement a Reality.”
https://bit.ly/46e7PsR

Join us today at 8:30 am PST for some financial wisdom⁠!

Presented by CIO Kristi de Grys & Wealth Advisor Jeff Barnett. This will be an informative Q&A conversation between Jeff and Kristi on what you need to know about the financial world right now.

Register at: https://bit.ly/45Q00cp

Do you have a bucket list of places you'd like to visit? What would you like to do there? Who will travel with you? As financial advisors we encourage our clients to travel. We plan together and budget for their plans. It’s so rewarding to watch others live out their dreams like bike touring through the US, cruising Australia and New Zealand, and hiking the Camino de Santiago. Perhaps you want to study pastry making in France. Or maybe you want to try living somewhere different in a seasonal rental with enough room for family. All kinds of retirement travel can be possible with planning and budgeting. Yet there are so many things to consider before setting off on your adventure!

Read the blog on “Making Your Dream of Travel In Retirement a Reality. https://bit.ly/46e7PsR

Kat is a recent Seattle transplant from the Midwest, but we are delighted that she fits right in. Happy One Year with Merriman! Much like tending to her vegetable garden or menagerie of animals, Kat is always focused on the care and benefit of her clients. We are so glad you are part of our team!!

We're fired up! The Eugene Merriman team proves there is no glass ceiling with a special afternoon on a glass blowing adventure.

We are delighted to welcome Elizabeth to the Eugene team! Elizabeth rounds out the group there with her service-minded approach and good humor. As a mom, she knows what it takes to prioritize and get things done. We look forward to all Elizabeth brings to Merriman!

Retirement travel can be different from travel you’ve experienced before – in a good way! As a child, you likely traveled with your parents or family members which likely meant you had no choice in where you went or what you did. As a working adult, time off and competing goals likely meant resources were limited. Maybe you had children of your own and chose DisneyLand over an African Safari. And now, as you plan for retirement or possibly are already retired,” the world,” as they say,” is your oyster!”

Read the blog on “Making Your Dream of Travel In Retirement a Reality. https://bit.ly/46e7PsR

Join us on Thursday, July 18th at 8:30 am for some financial wisdom
Presented by CIO Kristi de Grys & Wealth Advisor Jeff Barnett. This will be an informative Q&A conversation between Jeff and Kristi on what you need to know about the financial world right now!

Register at: https://bit.ly/45Q00cp