Meridian Blog

There is a lot of buzz on the streets about Roth IRAs / 401ks and whether that is the right investment vehicle.  Well maybe not a LOT of “buzz”, but certainly enough to warrant some questions from our clients over the years.  So is a Roth IRA or Roth 401k / 403b always the best […]

All three of our kids have birthdays within one month of each other, so we are all busy figuring out which family member is getting what for which kid***. Not to mention the annual discussion with each child of who they are going to invite, and where will the party be? It can all be […]

It’s hard to believe that Fall is just around the corner with the record high temperatures we had last week! We’ve all heard of spring cleaning, but what about fall cleaning for your finances? Just as we embark on the tradition of cleaning and decluttering our homes, now is a perfect time to