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
529 to Roth IRA Transfer Rules for Leftover College Funds
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?
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, […]
Do You Know What Spoofing Is? And 5 Questions to Test Your Knowledge on Fraud Awareness
Headlines these days are full of stories of people being taken advantage of by scammers or people trying to commit fraud. A few weeks ago, the small town where my family is from was hit hard by a flood – and while the community outreach in the aftermath was heartwarming, it was heartbreaking to hear […]
Meridian Market Minute
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