Blog & Resources
Insights, Advice & a Whole Lot More
Welcome to the official blog of Meridian Financial Partners. We’d love to hear your comments as well as your questions. Oh, and our attorneys want you to read these disclosures.
Most Recent Blog Posts
It’s ALMOST Tax Season
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
Creating a Personal Financial Summit
It’s 2026 now, and the last time my husband paid a bill, he wrote a paper check, recorded the amount in a paper register, sealed it in the envelope with a stamp, and popped it in the mail. It would eventually get to where it was going, and he would only find out if the […]
2026 Retirement Contribution Limits: 401(k), IRA, HSA, and Catch-Up Rules
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
