Insights, Advice & a Whole Lot More

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All Most Recent Blog Posts Meridian Market Minute Resources

Most Recent Blog Posts

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What are the NYSE, NASDAQ, S&P 500, Bond Market, and Dow?

March 18, 2025
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By Dan Fortunato
Anytime we turn on the news we tend to hear about how the Dow Jones Industrial Average is up 20 points or the NASDAQ is down 75 points. If we don’t hear it on tv, we at least see the tickers popping up on the bottom of our computer screens letting us know when the […]
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Does money buy happiness?

March 11, 2025
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By Kira Topeka
It’s a questions that psychologists, economists, philosophers, and Meridian advisors alike have sought to answer. Over the past few years, studies have found that in general, yes, money does buy happiness. But the real answer is more nuanced than that. Revisiting the $75,000 Happiness Plateau In 2010, Daniel
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Financial Moves You Can Still Make Before Filing Your Taxes This Year

March 4, 2025
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By Sarah Irving
Tax season is in full swing, 1099s are all finally released, and while you may be preparing to file, there are still some last-minute financial moves you can make to maximize your refund or reduce your tax liability before April 15th 2025. 1. Contribute to an IRA One of the best last-minute tax-saving moves is

Meridian Market Minute

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In today's Meridian Market Minute, Nathan discusses the meaning of various market indices. ----------------------------------------------------- ⮞ Nathan Gilbert is a founder and financial advisor at Meridian Financial Partners. ⮞ Meridian Financial Partners is a fee-only, independent financial services company based in Virginia and serving families and businesses nationwide. We’ll help you build a plan today so you can live the life you want tomorrow. Learn more at: https://meridianfinancialpartners.com/ ⮞ Subscribe so you don’t miss any of our videos: https://www.youtube.com/channel/UC8eF0WxEHy-xP69WqOP-mqw?sub_confirmation=1 ⮞ Topics covered: financial planning, estate planning, retirement planning, financial literacy, 401ks, financial advisors, Roth IRA, retirement, and financial independence. ⮞ Want to learn more? Reach out to schedule a call here: https://meridianfinancialpartners.com/get-in-touch/ ⮞ Join us: https://www.facebook.com/MeridianFinanicalPartners https://www.instagram.com/themeridianfinancialpartners/ https://www.linkedin.com/company/meridian-financial-partners
Demystifying Financial Indices
Nathan Gilbert of Meridian Financial Partners discusses family wealth planning, which includes estate tax considerations, creating a living trust, power of attorney, and a medical directive. Even simple steps like updating beneficiaries after major life changes can make a big difference. Clear communication with beneficiaries ensures a smooth inheritance process. So, have you updated your living trust?
Importance of Family Wealth Planning
Can money buy happiness? It's an existential question that requires a lot of thought. But sometimes there's a financial answer to a financial question, and sometimes there's an emotional answer. For example: some people prefer to pay off a house before retiring (because it feels better emotionally, even if the math doesn't exactly line up!). But as Nathan says, as long as it doesn't upend your plans and makes you happy, you can go ahead and do it!
Can money buy you happiness?

Resources

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Understanding 529s

Kira Topeka
A 529 plan is a state-sponsored, tax-advantaged education savings account that offers tax benefits and spending options. They’re one of the most popular education savings account types in the U.S. It’s named after Section 529 of the Internal Revenue Code, which created these plans in 1996.
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Capital Loss Planning

Meridian
Selling some investments that have unrealized tax loss has the potential to offset the tax liability that is triggered when other investments are sold at a gain. This strategy is called tax-loss harvesting, and it’s one we consider for our clients. Now is a great time for us – as a team – to
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Planning for Strategic Charitable Giving

Meridian
A meaningful part of your financial plan is your charitable giving. Perhaps it’s the ideal time to put a charitable giving strategy in place to help you make the most of your donations. Consider strategic giving when you: Want to make a large charitable gift to offset your tax liability Intend to