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Should You Have a Budget?
Budgeting: Determine an approach that makes sense to you Budgeting. You may have embraced the concept, or more likely, avoided it altogether, which is very common. Sometimes we feel obligated to...
View ArticleGuilt-Free Spending
Just the thought of setting a budget can be enough to send us running for the hills. The other day, I had lunch with a friend who is a fellow career mom. We often swap stories about our busy lives...
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Minimizing Lifetime Taxes with Roth Conversions in Early Retirement
Minimizing Lifetime Taxes with Roth Conversions in Early Retirement Moving into retirement is an exciting opportunity to live fully. It can be a time to travel, explore new hobbies, or spend time...
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The Scary Thing About Getting Married…
In the spirit of Halloween, I want to share something I did earlier this year that scared the candy corn out of me, something that chilled my bones and chattered my teeth, something that made my...
View ArticleMaking Your Dream of Long-term Travel a Reality
When I was a kid, my parents took us on a five-week trip to Europe and it completely changed my view of the world and traveling. Up until then, I had thought that people didn’t travel before...
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Financial Football – Who’s on Your Team?
Having been born and raised in Seattle, the start of fall is always a bittersweet feeling for me. I get sad that our short but beautiful PNW summer is ending, but I love that football season is...
View ArticleMerriman clients sure do know how to live fully!
We are so delighted to share some amazing visual stories of our client families LIVING FULLY! We asked you to share and you answered – with wonderful images of you living your dreams.Stay inspired and...
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The Appeal of Becoming a Snowbird
Whether you live near us in the Pacific Northwest and endure month after month of gray skies and cold rain or elsewhere in the US and grow weary of snow and slush during winter, you may want to...
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Can You Afford to Spend More and Give More? You Might Be Surprised by the...
When I started my career in financial planning over 12 years ago, I discovered a deep passion for helping others navigate important life decisions such as retirement. What I didn’t realize at the...
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You’ve Decided to Donate – Now What?
There are more than one and a half million nonprofits in the U.S. and ten million worldwide. From supporting education and cancer research to protecting the environment and ensuring human rights for...
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