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.

Cost of Retirement

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

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

Doing Your Heirs a Favor

Although a will and a trust specify disposition of assets, many other details of an individual’s final wishes might be explained in a letter of instructions. This article offers some topics to consider addressing in the letter to help loved ones make decisions and take care of final arrangements.

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

GDP: Measuring the Economy

It's likely you've heard a lot about the gross domestic product (GDP) if you follow the news. But what is its impact on the national economy and how has the Great Recession impacted the GDP? This primer explains the numbers behind the GDP and what it ultimately tells us about the economic health of the nation.

More Newsletters →

May 27, 2012 @ 02:07 AM

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