Insights, Advice & a Whole Lot More
Matrimony and Money Matters
Happy wedding season! Each year, wedding season comes around and brings joy, celebration, and new beginnings. Whether you are walking down the aisle, or attending the union of friends or family, weddings are often more than just white dresses and parties, they are a time that enc
Kira TopekaJun 25, 2024
Doing a Midyear Financial Check-in: 8 Steps to Keep Your Finances on Track
Summer is the perfect time for barbecues and beach parties, but it’s also a good opportunity to take the pulse of your saving and spending plan with a midyear financial checkup. With the first half of the year in the rearview mirror, a quick look at your monthly budget can yield
Nathan GilbertJun 18, 2024
Financial Planning for Fathers: Ensuring a Secure Future for Your Family
Two of the greatest joys in my life have been witnessing my husband navigating fatherhood and enjoying the growing relationship my family and I have with both my father and my father-in-law. Parenthood is an incredible journey filled with joy, responsibility, and a desire to prov
Sarah IrvingJun 12, 2024
Understanding Family Wealth Management
As our newest partner, Sarah Irving, pointed out in her blog a few weeks ago, it’s Maycember—a month with all the craziness of December but without the holiday cheer…or cookies. And part of what makes May so busy are all of the graduations…which we are personally swept up in with
Sarah YakelMay 30, 2024
Financial Tips for Summer Travel
It’s just about summer here in Virginia – the temperature keeps ticking up, schools are letting out, and the desire to travel is in full force! Whether you’re thinking of a beachside escape, a mountain retreat, or exploring a new city, making your vacation both memorable and budg
Kira TopekaMay 21, 2024
News: Meridian Financial Partners Welcomes Sarah G. Irving as a New Partner
Meridian Welcomes Sarah Irving We are thrilled to announce Sarah G. Irving as a Partner within the firm. With exceptional expertise and dedication to client success, Sarah delivers excellent client service and is now a key part of the leadership team. As a Partner, Sarah Irving w
Nathan GilbertMay 20, 2024
Tax Season is Over, Three Tips to Make Next Year’s Easier!
I think it is fair to say that the longer days and nicer weather have mentally moved my family into summer mode whether I am ready for it or not. I’m still just trying to get through May (aka Maycember for all of my fellow parents out there). “Maycember – a term that describes th
Sarah IrvingMay 14, 2024
Understanding T+1 (Transaction Date + 1 Business Day)
You may have seen this message: T+1 on 5/28. Here’s the quick translation: Transaction date + 1 business day starts on May 28th. First, thank you to one of our readers for this great subject suggestion. As always, let us know if there are any blog topics you’d like to learn more
Nathan GilbertMay 7, 2024
Closing Out Financial Literacy Month
Although every month is financial literacy month at Meridian Financial Partners, we are just about to close out April, which is National Financial Literacy Month. AND the fourth Thursday in April is “Teach Children to Save Day”. To celebrate, the Meridian children got together to
Sarah YakelApr 30, 2024
The Who, What, Where, When, How and Why of Emergency Funds
Last week, Sarah Irving wrote a fantastic blog highlighting the importance of financial literacy, which included the following statistic: 60% of woman and 53% of men worry about their financial future. One of our most important recommendations when it comes to financial well-bein
Kira TopekaApr 23, 2024
Financial Literacy Month!
I’m a big fan of holidays. I inherited this trait from my parents, particularly my mom who always went above and beyond to make even the smallest of celebrations feel special. With a bulk of the “big” holidays behind us, I was excited to hear that this April celebrates the 21st a
Sarah IrvingApr 17, 2024
Irrational Decisions (+ RIP Daniel Kahneman)
Daniel Kahneman’s work perfectly outlines what we as advisors and planners are often dealing with when speaking to clients, giving advice, and making recommendations. One of his main conclusions was that individuals do not always make rational decisions when faced with uncertaint
Nathan GilbertApr 9, 2024