Merrimack Wealth Management

05/31/2026

On Thursday, the U.S. Treasury Department launched a dedicated "Trump Account" mobile app, giving parents and guardians a simple way to view and manage these tax-advantaged savings accounts for their children.

If you haven't already, check out our Trump Account FAQ below to learn how to enroll your child and see whether they may qualify for the initial $1,000 federal deposit. 👇

Heard about “Trump Accounts” but not sure what they actually are… or if your child is eligible? We put together a simple FAQ breakdown covering the most common questions we’re seeing.

05/29/2026

📈 Mortgage rates are climbing again. Here's what it means for you:

Back in February, mortgage rates dipped below 6% for the first time in years, giving homebuyers a brief reason to celebrate.

But thanks to higher inflation, geopolitical uncertainty, and rising government debt levels, treasury yields have shot back up, dragging mortgage rates along with it.

In other words, when the economy is uncertain, borrowing money gets more expensive... and right now, buying a home costs more than it did just a few months ago.

While it's hard to predict where rates will go from here, staying informed and prepared throughout the home buying process is the key to making sound financial decisions.

05/22/2026

REMINDER: Markets will be CLOSED on Monday (5/25) in observance of Memorial Day. 🇺🇸

05/18/2026

So you've accumulated enough assets to retire... now what?

For many retirees, the distribution phase of retirement can be more stressful than actually accumulating the assets.

Questions like:

"What's the most efficient way to withdraw from my accounts?"
"When should I claim Social Security?"
"What will my cash flow look like?"
"How does Medicare fit into the picture?"

These are the kinds of uncertainties a well-designed retirement plan will answer.

Let's start the conversation today so you can be confident about tomorrow.

05/11/2026

“Not every dollar spent on housing is equal.”

For many prospective homebuyers, a mortgage payment will almost certainly exceed the cost of renting—but that doesn’t tell the full story.

Unlike rent, a mortgage isn’t a single expense. It’s a mix of four separate components (principal, interest, taxes, and insurance), each with very different financial implications.

When viewed through this lens, the “real” cost of a mortgage may be much closer to your rent payment than you think.

Link in comments 👇

05/10/2026

Happy Mother's Day to all the incredible moms out there! 💐

05/05/2026

Merrimack Wealth Management was proud to participate in the Jack Trottier Foundation's 5th Annual Co****le Tournament this past Saturday.

While the games brought out everyone's competitive spirit, the day was ultimately about family-friendly fun in support of a great cause.

To learn more about Jack's story or find ways to get involved, check out the JTF website here: www.jacktrottierfoundation.org

04/27/2026

When planning for retirement, the real challenge is knowing what actually fits your life right now—and what needs to change as life evolves.

That's where our strategic allocation portfolio models come into play.

Here's how it works 👇

04/22/2026

🏡 The spring housing market is heating up!

If you're thinking about buying a home, check out our new Mortgage Payment Calculator to see what fits your budget.

Link in comments👇

04/15/2026

Was your tax bill higher than expected this year?

Let’s make sure next year isn’t a surprise.

At Merrimack Wealth, we focus on proactive tax planning so you keep more of what you earn. Now’s time to start preparing for next April.

Learn more:
www.merrimackwealth.com