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.

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When Can I Start Filing Taxes?

January 14, 2025
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By Sarah Yakel
HOLD…HOLD… As the calendar turns to 2025, many people immediately start to think about filing taxes. While it’s generally a good thing to avoid procrastination (I tell myself…), your 2024 tax filing may be an exercise in patience for some… If you are one of those very organized people who do have all your
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Tax Changes for 2025

January 6, 2025
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By Dan Fortunato
Happy New Year! Let the new year resolutions begin! It’s always nice having a fresh start at the beginning of the year with new goals to work towards and a feeling of excitement around what’s ahead. To help set you up for the strongest start to contributing to your savings and investing goals this year, […]
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Happy Holidays!

December 24, 2024
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By Sarah Yakel
Happy Holidays from our Meridian family to yours!  We are taking a break from the blog next week, so have a happy and safe New Year’s celebration, and we look forward to seeing you in 2025! — Sarah Yakel  

Meridian Market Minute

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With the calendar flipping over to the New Year, the next topic on folks' minds is taxes. In today's Meridian Market Minute, Nathan explains that tax forms from our custodian will not be available until late January at the earliest. ------------------------------------------------------ ⮞ 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
No, Your Tax Forms Aren't Ready | Meridian Market Minute
Nathan Gilbert from Meridian Financial Partners dives into an essential but often avoided topic: money conversations with your loved ones. 💬💰 Older generations may have been taught to keep quiet about finances, but Nathan explains why opening up can prevent conflicts—whether you're just starting your journey with a partner or planning for the future with beneficiaries. 👉 Cocktail Party Question: Have you talked to your loved ones about your plans for your assets? #FinancialPlanning #EstatePlanning #MoneyTalks #FamilyFinance
Mastering Money Talks: Navigate Tough Conversations 💬💰
New Year, New 401(k) Rules! This week, Nathan breaks down the updated 401(k) contribution limits, including a complex new rule for those ages 60 to 63. ➟Normal contribution limit: $23,500 ➟ Employer + Employee Limit: $70,000 ➟ Catch-up contributions if you're ages 50-59 and 64 or older: $7,500 ➟ Catch-up contributions if you're ages 60-63 and 64: $11,500 #FinancialPlanning #401kUpdates2025 #401kcontribution #taxchanges
New 401(k) Rules in 2025

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