Blog
Ideas worth reading on retirement, investing, taxes and the markets, from the Merritt Wealth team and Raymond James research.
Can I Retire at 60 if Medicare Doesn't Start Until 65?
Health insurance and tax planning for early retirement in Waukesha County Yes, you can retire at 60 before Medicare begins at 65 if your savings and income can support both your living expenses and health coverage. We hear this...
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Market & Economic Update - Fourth Quarter 2025
See The Guide Here!
Read MoreFall Market and Economic Insights
The chart above is The Conference Board's Leading Economic Index, which tracks a collection of data that are considered to be markers...
Read MoreSummer Client Appreciation Event
I am writing to invite you to our Summer Client Appreciation event, with details below: Tuesday, July 22nd5:00 – 7:00PMThunder Bay Grille Canoe Room N14W24130 Tower Place Pewaukee, WI 53072 Food and beverages will be provided and will...
Read MoreSpring Update
I don’t take saying this lightly, but it finally seems safe to say that Spring has Sprung (knock on wood)! Here are a few updates from us as we move into this next phase of the year: We prioritize scheduling client review meetings in...
Read More2025 Tax Season Letter
Now that we’ve turned the page on 2024, the tax filing season is right around the corner. Every year, tax season seems more and more like a game of hide and seek: whether you’ve finished finding your hiding spot or not, eventually...
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