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
Meet the Meridian Team: Hello, Dan
Financial Advisor Dan Fortunato came to Meridian in 2024 with a desire to help people solve their financial puzzles and put together efficient ways to plan for their goals. Coming to Meridian was purposeful – after six years leading youth as a Pastor in California and Virginia, and discussions with his mentor – he
Caregiving, Preparing, and Communicating
What my mother’s journey with dementia taught our family about being prepared for caregiving My experience as a caregiver through my mother’s dementia journey had a profound impact on me. Almost a year (to the day) after her passing, I’m not sure how I made it out of the fire. If you have a loved […]
Understanding Step-Up in Cost Basis
I hope everyone is enjoying the start of summer and finding ways to keep kids and grandkids busy! In our household, that is always the tradeoff when school is out – less stressful mornings in exchange for kids constantly saying, ‘I’m bored and/or hungry!’ Speaking of kids and grandkids, they will often be the
