Author: Kira Topeka

It’s just about summer here in Virginia – the temperature keeps ticking up, schools are letting out, and the desire to travel is in full force! Whether you’re thinking of a beachside escape, a mountain retreat, or exploring a new city, making your vacation both memorable and budget-friendly is possible.

Last week, Sarah Irving wrote a fantastic blog highlighting the importance of financial literacy, which included the following statistic: 60% of woman and 53% of men worry about their financial future. One of our most important recommendations when it comes to financial well-being is establishing an emergency fund.

Back in very early January, I wrote a blog about financial resolutions for the New Year, which notes that most people give up on those resolutions after about 3 months. With the days getting longer, the weather warming, and flowers starting to pop up, why not use the change in seasons as a motivator to […]

Meridian Expands with a New Washington Office Even though we had an extra day in February, 2024 is already flying by! Meridian is thrilled to have our doors open at our new second office in Washington, Virginia. We are located on the lower level of the Miller Building at 211 Main Street, joining several other

Change is exceptionally difficult, and it seems the older we get, the harder it becomes. Some change is for good reasons, some for less than ideal reasons. As financial planners, we are here to help see our clients through life changes – be that retirement, a home purchase, starting families, marriages,

Happy New Year! As with every New Year, resolutions have been a popular topic of conversation. According to a 2024 Forbes survey, “Improved Finances” is included in 38% of 2024 resolutions. Unfortunately, the average resolution lasts just 3.74 months and only 6% of people report sticking to their goals beyond a

Somehow, it’s already December! We are now in what feels like the mad dash to the holidays and the end of 2023. As we look towards starting 2024 in the best possible shape, there are a lot of year-end items to consider. I love a check list and in the spirit of Santa making a […]

Happy Halloween! Maybe it’s just me, but I feel as though we have been celebrating this spooky holiday for days and I have been enjoying every moment of it. Festivities started last Friday and have been rocking on ever since, all culminating in tonight’s Trick or Treating for the children. While my days of Trick

Stay Alert: Scams Are Smarter Remain vigilant and do not hesitate to ask questions! As we head into spooky season, here is a reminder that there are scary things are lurking online and even in your inbox. In today’s blog I want to address a topic that bears revisiting – cybersecurity. Sarah Irving covered this