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

Money Conversations Every Couple Should Have

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Money is one of the more common sources of stress in a marriage, yet it is often the least discussed topic early on. Conversations about goals, debts, and financial boundaries are not always easy or pleasant, but they are necessary. For couples in their peak earning years or approaching retirement, financial decisions

What are Trump Accounts? A Simple, Parent-Friendly Breakdown

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If you’ve been hearing about “Trump accounts” lately and wondering what they actually are, you’re not alone. Officially called Section 530A accounts, these new investment accounts are set to roll out July 4, 2026, and they’re designed to help kids build wealth from an early age. At a high level, think of a

The Fraud Risks Quietly Threatening Your Financial Security

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Over the weekend, I attended a Leadership training session about Artificial Intelligence (AI). It was a fascinating conversation all the way around about what AI actually is (spoiler alert: computers are dumb – they need precise information – and AI is built on predictive analytics). Given enough information (i.e.

Meridian Market Minute

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