Insights, Advice & a Whole Lot More
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
It’s Been One Week
For Spring Break 2024, we decided to cruise the largest cruise ship in the world, The Icon of the Seas. We had a wonderful time exploring the new ship, seeing all of the shows, and eating ice cream all day (literally…I think Ethan counted 7 cones before lunch one day…gross!). Whi
Sarah YakelApr 3, 2024
Spring Clean Your Finances
Back in very early January, I wrote a blog about financial resolutions for the New Year, which notes that most people give up on those resolutions after about 3 months. With the days getting longer, the weather warming, and flowers starting to pop up, why not use the change in se
Kira TopekaMar 26, 2024
Luck vs. Skill
In the spirit of the recent St. Patrick’s Day holiday, luck has been on my mind as to how it affects our financial journey both through financial planning and investment management. Luck is defined as success or failure brought by chance rather than through one’s actions with a r
Sarah IrvingMar 20, 2024
Like a ROTH to a Flame
I apologize for the lame title to this post, but it seemed a little more attention grabbing than ‘help your kid open a ROTH IRA.’ If you have a child who is earning income, he is eligible to open a ROTH IRA (in Virginia, the minimum working age is 14), and you should probably hel
Nathan GilbertMar 12, 2024
New and Exciting!
Meridian Expands with a New Washington Office Even though we had an extra day in February, 2024 is already flying by! Meridian is thrilled to have our doors open at our new second office in Washington, Virginia. We are located on the lower level of the Miller Building at 211 Main
Kira TopekaMar 5, 2024
The “Cash Trap”
With the Federal Reserve’s campaign to tame inflation pushing short term interest rates higher, cash yields have become more and more enticing. Frankly, we’ve never bought more CDs and Treasury bonds for our clients than over the past year. It’s been a welcome sight to see Treasu
Sarah YakelFeb 27, 2024