Author

Sarah Irving

Sarah Irving is a Partner and Financial Advisor at Meridian Financial Partners. She writes about diversification, estate planning, and financial resilience.
There’s Still Time
Financial Planning

There’s Still Time

For everyone eagerly awaiting to file their taxes, Meridian sent an email last week letting our clients know that 1099s have been physically mailed /emailed from Charles Schwab. However, before you submit all of your tax filing documents, there are still things you can before the

Sarah IrvingSarah IrvingFeb 22, 2022
Keep Calm and Carry On
Investment Management

Keep Calm and Carry On

If I didn’t address the elephant in the room, I feel as though I’d be doing our weekly blog a disservice . And for anyone who has turned on the television, radio, or news recently, I am almost 100% certain you know what I’m referring to …. we are 15 trading days into the year […]

Sarah IrvingSarah IrvingJan 25, 2022
Financial Planning

Open Enrollment Season is “Falling” Upon Us

October officially kicks off one of the busiest times of years for most as holiday planning, fall breaks, and extracurricular activities fill our schedules. This also seems to be the time bucket lists are drawn and we feel we need to check off every seasonal and holiday themed ac

Sarah IrvingSarah IrvingOct 26, 2021
Financial Planning

Do You Have A Plan By Chance?

Recently I had my first experience playing Blackjack at a casino. Anyone who knows me well knows that I don’t tend to gamble, mostly for the reason that winning requires skills, which I have not had the experience to acquire, and in my opinion a hefty dash of luck (although some

Sarah IrvingSarah IrvingSep 28, 2021
Calling All Super Savers
Financial Planning

Calling All Super Savers

Is there such a thing as overdoing it when it comes to contributing to your 401k / employer sponsored plan? If you are in the position to be questioning this, then congratulations, that is an excellent place to be financially! Obviously yes, there are limitations as to how much y

Sarah IrvingSarah IrvingSep 1, 2021
IPO FOMO
Financial Planning

IPO FOMO

Our dog Dude is a reeling ball of energy, not surprising given his breed as a Blue Heeler and their intuitive need to be constantly occupied with a job or a purpose. As of right now we don’t have any field animals for him herd, so by default he has latched onto our two kids […]

Sarah IrvingSarah IrvingAug 3, 2021
The Halfway Point
Financial Planning

The Halfway Point

We’ve officially hit the half way mark in the year and as another parent pointed out, the half way mark of the summer as well. Last summer looked a lot different for everyone, so we are trying to make up for “lost time” and are squeezing in as many quintessential summer activitie

Sarah IrvingSarah IrvingJul 6, 2021
Connecting the Disconnect
Financial Planning

Connecting the Disconnect

Based off the recent headlines, it can sometimes feel like the economy is disconnected from the market. Take this headline for example: Inherently it’s strange to see that news of a disappointing jobs report would cause the markets to rise. However, investors are keeping a close

Sarah IrvingSarah IrvingJun 8, 2021
May the Fourth be with you …. and your online security
Financial Planning

May the Fourth be with you …. and your online security

Federal tax returns and depending on where you live, state tax returns, are due in t-minus 13 days. As much of a headache filing your income taxes, or owing taxes, can be, experiencing identity fraud or theft can be a much more permanent and long-lasting headache. Unfortunately m

Sarah IrvingSarah IrvingMay 4, 2021
Rising – inflation and interest rates?
Financial Planning

Rising – inflation and interest rates?

The theme of things increasing seems to be all around us. The temperature is rising, the hours in the day are getting longer (yay!), and the number of fowls in the Irving family are continuing to grow… Not pictured, three more chicks and three new ducklings…. send help! In the fi

Sarah IrvingSarah IrvingApr 6, 2021
Teach Them Well
Financial Planning

Teach Them Well

Four year olds are intrinsically curious which means they tend to ask a lot of questions…. About everything…. All the time. As tiresome as it can be, it is an incredible trait of children and a characteristic that most teenagers and adults grow out of. The favorite word in the Ir

Sarah IrvingSarah IrvingMar 9, 2021
Stocking Up on Employer Stock
Financial Planning

Stocking Up on Employer Stock

The groundhog really was not joking with his appearance implying 6 more weeks of winter. While the snow can be beautiful, snow days lose a little bit of their magic when you actually have to go somewhere and shovel it. My one year old has the right idea about snow days, particula

Sarah IrvingSarah IrvingFeb 9, 2021