Merriman Wealth Management, LLC

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/4ffgmj6

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/4bHBtYd

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/4dBDFlM

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/4ffgmj6

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/4bHBtYd

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/4dBDFlM

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!!

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/4ffgmj6

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/4bHBtYd