Author: Nathan Gilbert

School’s Out (a great Alice Cooper song) I hear that song in my head every time our kids’ schools end for the summer. I have to admit it’s mainly from watching the movie Dazed and Confused vs. being a huge fan of Alice Cooper. Note that this movie is from 1993, and I am not […]

There are lots of different ways to say, ‘I think I can time the market.’ Here are a few examples: I will get back in when things feel better I am waiting for a big downturn before I invest It feels like the market’s due for a pullback This rally doesn’t feel sustainable Once rates […]

When reviewing clients’ financial plans, we often discuss estate planning and the benefits that can come from getting things in order ahead of time (aka before dying). Often, the conversation starts with trying to avoid taxes, but for most of us (with less than $15 million or $30 million if married), there is little

It’s hard to believe it is already tax season, but here we are! If you aren’t paying attention to the calendar, you can certainly tell by the number of tax prep company ads that are all over the place. My favorite one involves someone riding a bike through a city while on a cell phone […]

Every year, we get questions about tax forms from clients. By far the most common one is, “When will I get them?” The answer is: “not yet!” And, in fact, the IRS won’t even start accepting tax returns until January 26th, and you do not get any extra refunds for trying to file early! At

As we reach the last day of 2025, we can all start to look to next year, which brings new retirement contribution limits. I am sure that was the first thing on your New Year’s resolution list!   2026 Retirement Contribution Limits Overview If you are someone who maxes out retirement plan contributions, you will

With the recent Netflix stock split announcement, we thought it might be a good idea to address stock splits and the reasons companies decide to split their stock. If you aren’t already aware, Netflix (NFLX) announced a forward split at a rate of 10:1 last week. So, if you are a shareholder of that stock, […]

Following up on my founding partner, Sarah Yakel’s blog from last week, I wanted to take the opportunity to reflect and be thankful for Meridian’s 10 years of existence as well. In true partnership fashion, we did a blind draw to figure out who would cover what topic! We are both extremely proud of what […]

If you have children and are fortunate enough to be able to save for their post-high school education in advance, a 529 savings account is often a great and popular option. However, there is some concern about leftover money that is not used for qualified education expenses, whether it’s because the child decides