Sarah Yakel
Independence Day
Happy 4th of July eve! Tomorrow we celebrate our nation’s fight for independence with BBQs, pool parties, and fireworks—and oddly enough lots of hot dogs. Apparently, Americans consume over 150 million hot dogs on July 4th. Pretty impressive.Our forefathers fought for independenc
Sarah YakelJul 3, 2018Time to Get Active
Summer has officially begun, and our kids are super busy. Right after school let out, we went down to visit grandparents in Williamsburg. We went to Busch Gardens and stayed until the park closed, then got up early the next day to be at Water Country at park opening, then saw mov
Sarah YakelJun 19, 2018
Celebrate Good Times, C’mon…
In keeping with the song titles theme that Nathan started a month ago, this weekend was filled with graduation celebrations for many of us. Despite the gloomy rain, we enjoyed the one we attended yesterday. Pictures of the graduate from a tiny baby to a high schooler decorated th
Sarah YakelJun 5, 2018Let’s Get Digital…Digital…
Nathan always references cool songs in his blogs—the only one that came to mind for this blog was Olivia Newton-John’s “Physical”. Not exactly a cool song, but I digress… Recently, I followed our usual Meridian advice to clients and started to review our own estate plan. I hadn’t
Sarah YakelMay 22, 2018Wait…What?
As we’ve written about many times, Meridian has been compliant with the 2016 Department of Labor fiduciary rule, as we have been fiduciaries since Meridian was founded in 2015. To us, it just makes sense that your advisor should have your best interests in mind at all times! As f
Sarah YakelApr 24, 2018
Short Range Optics
My family and I just returned from a trip to see the Grand Canyon—we are all exhausted and overwhelmed with all of the beautiful things we saw. None of us had ever been to the Grand Canyon before, so we had no idea what to expect. A friend of ours tried to explain it by […]
Sarah YakelApr 10, 2018
Riding out the Storm
This is my daughter Melanie: While she may look pleasant and mild mannered, don’t let that fool you. She turned twelve this year, and it seems we have entered the growing, changing (read: hormonal) phase of life. Melanie’s mood can change lightening fast. Here is a chart of her m
Sarah YakelMar 27, 2018A Shocking Surprise
This weekend, my family and I took a little trip to Lake Anna. We stayed in a lovely house right on the water, and kayaks were provided. As the weather was a cloudy and cold 40 degrees, I had no desire to get our in a kayak on the lake, but not to be dissuaded, […]
Sarah YakelMar 13, 2018
It Takes Diff’rent Strokes To Move the World…
As I write this blog, I am sitting at the second sports practice of the three we have tonight. Melanie just finished soccer practice, we are currently at Ben’s basketball practice, and we still have Ethan’s basketball practice to go. All of our kids are blessed with great coaches
Sarah YakelFeb 27, 2018It’s Baaaack…(Volatility that is!)
A Note from Sarah: “Our good friends down at Alpha Capital in Atlanta, GA penned this guest blog. It happened to be almost exactly what I wanted to say in Meridian’s blog this week, so I asked if we could use it. Happily, they obliged…enjoy!” What Happened The stock market last w
Sarah YakelFeb 13, 2018
A Field Guide to Common Tax Forms
The Tax Form Breakdown: Key Docs and Their Deadlines As Nathan pointed out in his last Meridian Market Minute, tax forms are beginning to arrive in mailboxes across the country right about now. We do get a lot of questions about what forms are coming and when, so here is a list o
Sarah YakelJan 30, 2018Lucky Break
While even the IRS is scrambling to figure out how to comply with the new tax act—one portion of the new bill does seem clear, and is a really nice gift for parents and grandparents of students. The new tax act allows 529 plan distributions for any eligible education expenses of
Sarah YakelJan 16, 2018