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Curious or confused about SECURE ACT 2.0? We have you covered! Read about the highlights.

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...

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...