Merino Mindset
Practical Views on Money and Life
Our theme was “What is Financial Planning?” We realized that Merino Wealth’s approach to financial planning can come across as a fuzzy concept. Many times it leads to the question “so what do you DO for clients?” To prepare for the event I looked at our approach from all angles. The outcome of financial planning is different from client to client, but I noticed some top benefits…
If you’re a business owner choosing a retirement plan can be challenging. Staying on top of it can be even more of a challenge. If 2018 was a great year for your business then you might be looking to increase your retirement contributions this year. Are you wondering “What is the maximum I can save into my Small Business Retirement plan?” If so, then you’ve come to the right place. Here’s a break down of the new contribution limits of some popular retirement plans for SBOs…
This is a really fun and exciting time around our office. After spending time with our loved ones for the holidays, we are back at work with New Year’s Resolutions and a new tax year. Through our financial planning process, it’s our goal to help clients make more comfortable and confident financial decisions. So when someone reaches out to us this January, we want to make all this money stuff easier. But what does that actually mean?
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