Merkley Weath Associates

 

Your Money,

           Your Future,  

                    Our Passion

 

When it comes to your finances, the most powerful tools you can possess are INFORMATION and a PLAN.

We're all faced with a mountain of complex information about financial products and services.  We recognize that planning for your financial future can be overwhelming.  That's why we work with you to help you assess your situation, identify your goals, understand your options and develop a plan. 

We work with people from all kinds of backgrounds, income levels, family configurations and situations - with a special emphasis on women and families. 

Whether your concerns include enhancing your business, planning for retirement, accumulating wealth, protecting your assets or preparing for a child's education; our team approach focuses on understanding you and what you want to accomplish. 

At Merkley Wealth Associates, our team provides you with the experience, integrity, compassion and personal attention to help you reach your goals. 

 

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • iMoney

    iMoney

    Ideas to help simplify everyday finances.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

Roth IRA Conversion Mistakes Can Be Costly

One popular way to fund a Roth IRA is by transferring assets from a traditional IRA or an employer-sponsored retirement plan. This type of transaction, called a Roth IRA conversion, is simple in theory but can be complicated in practice. If you make certain mistakes, you could lose some key advantages.

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

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January 31, 2012 @ 10:21 AM

Nasdaq Composite 2,815.23+ 3.29
S&P 500 1,314.19+ 1.18

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