Author: Kira Topeka

It’s a questions that psychologists, economists, philosophers, and Meridian advisors alike have sought to answer. Over the past few years, studies have found that in general, yes, money does buy happiness. But the real answer is more nuanced than that. Revisiting the $75,000 Happiness Plateau In 2010, Daniel

When it comes to planning for retirement, there are a variety of savings vehicles to help you save for the future. Each type of retirement account offers its own set of benefits, tax advantages, and eligibility requirements. Whether you are just starting your career or nearing retirement, it’s important to

Somehow, New Year’s Eve is only three weeks away! As the year comes to a close, we want to make sure those year-end to-dos are ticked off before the clock strikes midnight on December 31st. Take Your Required Minimum Distribution (RMD) If you’re required to take your IRS Required Minimum Distributions (RMDs),

It’s never pleasant to get a notification from your bank informing you that the interest rate on your high-yield savings account is decreasing. But, it is becoming more common. According to the FDIC, the national average interest rate on a traditional savings account is 0.45%, with many brick-and-mortar banks

As we reach the halfway point of National Estate Planning Awareness Month, it’s a great time to revisit the key documents that should be included in any comprehensive estate plan. While trusts are essential (as Nathan discusses in detail here), wills, powers of attorney, and health care directives are equally

For many, Labor Day is part of a long weekend packed with parties and barbeques, marking the unofficial end of summer and the last day to wear white until next year’s Memorial Day. The holiday, however, has deeper roots, stemming from the late nineteenth century when labor activists pushed for a federal holiday to

We asked around the office for their back to school reading recommendations. But when we asked people to choose their favorites, that turned out to be a hard task for our group of readers. As Sarah Yakel said, “I can’t say these are my favorite books of all time—I read too much to have favorites! […]

We love hearing from our clients with blog topic ideas, so thank you to the client who reached out about today’s topic: Capital Gains Tax. What is a capital asset? Almost any type of asset you own is a capital asset. This can include a type of holding, like stocks or bonds, or real estate, […]

Happy wedding season! Each year, wedding season comes around and brings joy, celebration, and new beginnings. Whether you are walking down the aisle, or attending the union of friends or family, weddings are often more than just white dresses and parties, they are a time that encourages tough conversations about