Merrimack Wealth Management

09/04/2026

REMINDER: Markets will be CLOSED next Monday (9/7) in observance of Labor Day.

Enjoy the long weekend!

09/01/2026

The month ahead — September 2026

08/27/2026

Bittersweet... and we're not talking about the hot honey pizza. 😅

This move marks an exciting new chapter for both Merrimack Wealth Management and Dick Insurance Agency, Inc. Both companies remain under the same leadership and ownership team led by Barry and Brian, and will continue to collaborate closely, just as they always have — except now we're doing it a few miles apart.

Looking at 2027 and beyond, the future is bright.

Want to learn more? Check out our FAQ page:
www.merrimackwealth.com/new-office-information/

08/27/2026

How long does it take to double your money?

Think of a snowball rolling downhill.

It starts small, but with every turn it picks up more snow, causing it to grow larger and larger. The longer the snowball rolls, the faster it accumulates snow.

Compounding returns work the same way.

Link in comments ⬇️

08/20/2026

"Will the wealth I'm building today actually translate into the retirement and legacy I envision?"

That's the question we exist to answer.

Let's create a strategy that gives your business — and your future — a purpose.

08/13/2026

Spousal and Survivor benefits add another layer of complexity on top of an already intricate Social Security system.

Questions like:

"When can I claim?"
"What if I'm divorced?"
"Can I switch benefits later?"
"Does my claim affect my spouse's benefit?"

The strategy you choose matters, but what matters more is that you actually have one.

Link in comments 👇

08/07/2026

Get it right, and your business structure works in the background, protecting you and minimizing taxes.

Get it wrong (or simply outgrow it without noticing), and you could be leaving real money on the table or carrying risks you never agreed to.

Get it right, and your structure works in the background protecting you and minimizing what you owe. Get it wrong, or simply outgrow it without noticing, and you could be leaving real money on the table or carrying risks you never agreed to.

08/01/2026

The month ahead — August 2026

07/31/2026

We have some exciting news to share!

This fall, Merrimack Wealth Management is relocating to a new office in Andover, MA!

Learn more using the links below... 👇

New office info:
www.merrimackwealth.com/home/new-office-information/

FAQ:
www.merrimackwealth.com/home/new-office-information/

Reach out:
www.merrimackwealth.com/contact-us/schedule-a-meeting/

07/23/2026

In many ways, your business IS your plan, which means you can’t plan for your own future without planning for your business’s.

Let's have a conversation:
www.merrimackwealth.com/contact-us/schedule-a-meeting/