Blog
SECURE Act 2.0: An Overview
Wednesday, August 2, 2023
Curious or confused about SECURE ACT 2.0? We have you covered! Read about the highlights.
Read MoreMerlin Advisors recognized by The Guardian Network®
Wednesday, June 14, 2023
Merlin is proud to announce that two members of our Leadership Team, Justin Pechlert and Stepan Keshishian, have been named Leaders Club qualifiers by The Guardian Network®. Leaders Club is one of the highest honors annually...
Read MoreOur Top Tips for Building a Strong Financial Foundation
Thursday, May 12, 2022
When starting out on your financial journey, it’s important that you focus on building a strong foundation for your future. This is best done through professional financial planning, which can address the many nuanced issues...
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