Author

Sarah Yakel

Sarah Yakel is a Partner at Meridian Financial Partners. She writes about long-term thinking, family wealth management, and financial organization.
Financial Planning

Christmas Deconstructed

Yesterday, we did one of my favorite holiday traditions. Much to the consternation of my husband, the morning of New Years Day is when we take down every inch of Christmas decorations and put it all away. Jonathan would happily leave all of the decorations up for another few week

Sarah YakelSarah YakelJan 2, 2018
Financial Planning

Yankee Swap

The 2017 holiday season is in full swing, and as always, by this point in the year, I am getting tired. Our family has been to 6 Christmas concerts in 12 days…baked 20 dozen cookies…made (and decorated) 3 gingerbread houses…wrapped upteen gifts…and attended 8 holiday parties, eac

Sarah YakelSarah YakelDec 19, 2017
Money IQ

Cyber Thieves Don’t Take Holidays

Over this past weekend, I joined the masses of Americans out shopping for Christmas. I went to eight stores across three counties in under six hours. Afterward, I joined most of Fauquier County on Main Street to watch the Warrenton Christmas parade with my family. And, to end the

Sarah YakelSarah YakelDec 5, 2017
Meridian Financial Partners

Counting Blessings

This weekend, our family went on a little mini-vacation to the Gaylord hotel in National Harbor. If you’ve not been, the hotel is quite stunning when decked out for Christmas. Numerous trees, twinkling lights, water fountain shows set to Christmas music, gingerbread villages—Chri

Sarah YakelSarah YakelNov 21, 2017
Financial Planning

The Individual Medley

As a relatively new “swim parent,” I have learned a lot about swimming and swim meets in general. For those of you experienced swim parents, you are probably doing a combination of cringing and smiling right now; cringing at all of the early morning practices and smiling at all o

Sarah YakelSarah YakelJul 11, 2017
Financial Planning

Professional Nitpicker

Unfortunately for me and my family, I recently learned that the Professional Nitpicker does in fact exist and is apparently widely known. While I am tempted to go for the obvious joke and say that I thought that title belonged to my wife, I won’t go there. I am sure the same can

Sarah YakelSarah YakelJun 28, 2017
Financial Planning

Rules of Thumb: Financial Planning Hack?

I recently heard a radio story about Fidelity Investment’s Rule of $2,000. In an effort to simplify college planning for parents, Fidelity says that in order to determine how much you should have saved currently for your child’s college expenses, multiply your child’s current age

Sarah YakelSarah YakelJun 20, 2017
Financial Planning

Don’t Fear the Reaper

It may be a bit of a stretch to work in a Blue Oyster Cult reference to the title of this blog post, but I just couldn’t help myself. You’re welcome for putting that song in your head for the rest of the day! For some reason, it’s the song I think of when […]

Sarah YakelSarah YakelJun 13, 2017
Financial Planning

Introducing Baby Grace!

For those of you who may not have known, our client service specialist, Gretchen gave birth to a beautiful and healthy baby girl in April! While Nathan and I are struggling to keep up with all that Gretchen does around Meridian (she does a great job of keeping our office organize

Sarah YakelSarah YakelJun 6, 2017
Financial Planning

Watch D.O.G.S.

First, I hope you all enjoyed your Memorial Day weekends. I will steer clear of Memorial Day as a topic this year, as I am fairly sure that’s what I wrote about last year at this time! This past Friday, I took my second turn volunteering at my kids’ school via the Watch D.O.G.S.

Sarah YakelSarah YakelMay 30, 2017
Financial Planning

Sell in May and Go Away

Like all catchy adages, the annual stock market advice to “Sell in May and Go Away” does have a kernel of truth to it. A 2015 white paper studied the returns of the stock market over various years from May – October versus November – April and found that on average, the November

Sarah YakelSarah YakelMay 23, 2017
Financial Planning

The Mom Trifecta

As you all know (or better know!), this past Sunday was Mother’s Day. As always, it served as a reminder how important moms are in all of our lives. As a parent myself, there is an extra level of appreciation for what our parents do for us as children. One of the first things I [

Sarah YakelSarah YakelMay 16, 2017