529s – Filling up the Education Basket

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Despite the wintry mix yesterday, Spring feels like it may be here (knock on wood!).  My family is enjoying the beginnings of spring and Easter 2022 was a success.  This was the first time both of our youngsters were able to experience the thrill of racing against a pack of other kids to see who […]

Rates are Increasing… What to Do?

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In writing the blog for this week I debated whether I should write about something completely opposite from the overload of information we have had on the current economic and geopolitical landscape or if I should meet a very relevant topic head on.  Needless to say, Jerome Powell’s “hawkish” commentary

There’s Still Time

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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 April 18th deadline.  

Keep Calm and Carry On

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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 […]

Open Enrollment Season is “Falling” Upon Us

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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 activity (pumpkin patch/ apple orchard

Do You Have A Plan By Chance?

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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 research out there may […]

Calling All Super Savers

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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 you can put into your 401k […]

IPO FOMO

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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 […]

The Halfway Point

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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 activities as possible without […]