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

Hello, Reilly, Meridian’s Newest Support Advisor

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The first thing you notice about Reilly is her huge welcoming smile, and after just a short conversation with her, it’s hard not to notice that she’s an old soul, wise way beyond her years. Reilly Skorupski believes when something feels hard, you have to attack it head-on.   And job searching is hard.  In fact,

529 to Roth IRA Transfer Rules for Leftover College Funds

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Some might call it a champagne problem, but overfunding a 529 College Savings plan can be a concern for some parents and grandparents. Until recently, the options for using leftover funds were somewhat limited. You could change beneficiaries to another family member, but if you just took a withdrawal for non-college

AI Is Driving the Market Conversation. But What Drives the Economy?

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I had a strange experience the other weekend. I had some time to kill in the Tysons area and decided to pop into Tysons Corner Center. My last trip to a mall had been a very different experience, with more empty stores than shoppers. So, I was surprised to find Tysons packed. People were everywhere, […]

Meridian Market Minute