Insights, Advice & a Whole Lot More
Did You Miss It?
Woops, did you miss the deadline? If you are an organization in Virginia with 25 or more employees and have been in operations for 2 or more years, February 15th was the deadline to register for Virginia’s state sponsored plan, RetirePath or to certify an exemption if already off
Sarah IrvingFeb 20, 2024
Learning New Things @ Exchange
Gaining Industry Insights at the Exchange Conference Yes, finding an excuse to go to a conference in Miami in February is generally a good idea. As is the case with most events like these, we are still spending the lion’s share of our time inside conference rooms, but it’s still
Nathan GilbertFeb 13, 2024
Well…that happened fast…
This past Friday, we celebrated Melanie’s last day playing basketball on our home court. Seniors were celebrated as their high school basketball career came to a close… I’ve coached Melanie’s basketball team since she was in 7th grade, and it’s been a real treat to have a front r
Sarah YakelFeb 6, 2024
Change is Really, Really Hard
Change is exceptionally difficult, and it seems the older we get, the harder it becomes. Some change is for good reasons, some for less than ideal reasons. As financial planners, we are here to help see our clients through life changes – be that retirement, a home purchase, start
Kira TopekaJan 30, 2024
Now or Later?
With a new year comes new resolutions and for savers, new retirement plan contributions. For 2024, the employee contribution limits are as follows: IRA and Roth IRAs : $7,000 for those <50 years old, $8,000 for those 50 and older. SIMPLE IRA: $16,000 for those <50 years old, $19,
Sarah IrvingJan 24, 2024
Net Unrealized Appreciation (NUA) – Worth It?
Happy New Year to you and your families! That is, if it is still appropriate to wish people a Happy New Year this far into January. I always enjoy the debate around how far into the year you can still say that. I tend to land on through the end of January. I think Seinfeld […]
Nathan GilbertJan 16, 2024
2023: In Review
The Rise of the Magnificent 7: 2023’s Market Leaders At Meridian, we are putting the finishing touches on our year-end letter that is included with our annual client statements. While 2023 was a crazy year of news, the stock market had one main story…“The Magnificent 7”. The S&P
Sarah YakelJan 9, 2024
Happy New Year!
Happy New Year! As with every New Year, resolutions have been a popular topic of conversation. According to a 2024 Forbes survey, “Improved Finances” is included in 38% of 2024 resolutions. Unfortunately, the average resolution lasts just 3.74 months and only 6% of people report
Kira TopekaJan 2, 2024
No Man’s Land
Do the days between Dec. 25 and Jan. 1 even exist? Is time real? This week is often referred to as Twixmas or “No Man’s Land”. It’s quiet in the office as I write this and we are enjoying getting caught up on some smaller projects that are perfect for a rainy day between holidays
Sarah YakelDec 26, 2023
Are You Ready?
I do this to myself every time this year – I have the best intentions of getting all of my Christmas to-do’s done early like Christmas cards, baking, and finalizing Christmas gifts; however, I always seem to be sliding into the finish line with a day or two to spare. But what’s t
Sarah IrvingDec 19, 2023
“Shaken, Not Stirred” – James Bond(s)
Bonds have been grabbing a lot of headlines, lately. Up until recently, all of those headlines were generally bad and involved declining (shaken AND stirred?) prices. It has been a frustrating last year and a half for conservative bond investors not used to seeing their account v
Nathan GilbertDec 12, 2023
Making a List and Checking it Twice
Somehow, it’s already December! We are now in what feels like the mad dash to the holidays and the end of 2023. As we look towards starting 2024 in the best possible shape, there are a lot of year-end items to consider. I love a check list and in the spirit of Santa making a […]
Kira TopekaDec 5, 2023