Insights, Advice & a Whole Lot More
4% Rule
After eight years of writing blogs, all of us at Meridian are always thankful when a reader suggests a topic that they would like to know more about…and I lucked out with a suggestion for this week that is both nerdy and timely…my favorite kinds of things to write about! The ques
Sarah YakelNov 28, 2023
There’s Much to be Thankful For
Happy Thanksgiving to you and your family! While it often feels like the world is filled with nothing but bad news we have a lot to be thankful for here at Meridian. Sarah Yakel is thankful for 5% treasury rates and all of the adventures she’s had with her family this year before
Sarah YakelNov 21, 2023
CPI – But Prices Are Still High
We love hearing from our readers on suggestions for blog topics and most recently received a request to touch on a topic that we as consumers are all feeling – how can consumers weather an environment where higher prices persist and what is the effect of CPI on the economy and in
Sarah IrvingNov 15, 2023
What Have You Done for Me Lately?
I point the finger at our own industry for training investors to think in the short term. Within our firm our custodian, Charles Schwab, sends out monthly statements. From a compliance perspective, this is a good thing, because it reassures clients that their money is where it’s
Nathan GilbertNov 7, 2023
Trick or Treat?
Happy Halloween! Maybe it’s just me, but I feel as though we have been celebrating this spooky holiday for days and I have been enjoying every moment of it. Festivities started last Friday and have been rocking on ever since, all culminating in tonight’s Trick or Treating for the
Kira TopekaOct 31, 2023
There’s Something Wrong with the World Today
When I realized it was my week to write the blog, I struggled with a topic because my heart is just sad. The news is scary and tragic, no matter what channel you are on. We’ve been talking to many of you, our clients, our friends, our peers, and there is just a lot of […]
Sarah YakelOct 25, 2023
Everyone needs an Estate Plan
Happy Estate Planning Week! I’m sure you knew this holiday existed 😄 Estate planning encompasses the growth, conservation, and transfer of an individual’s wealth through the creation and maintenance of an “estate plan.” The purpose of estate planning is to develop a strategy tha
Sarah YakelOct 17, 2023
“Insuring” You’re Covered
Many times we plan for things we can expect; however, we must also plan for those that are unexpected. While this week’s blog is focused on a totally different topic, I would be remiss if I did not acknowledge the deeply saddening geopolitical events unfolding in Israel. The curr
Sarah IrvingOct 11, 2023
Be Aware and Stay Aware
Stay Alert: Scams Are Smarter Remain vigilant and do not hesitate to ask questions! As we head into spooky season, here is a reminder that there are scary things are lurking online and even in your inbox. In today’s blog I want to address a topic that bears revisiting – cybersecu
Kira TopekaSep 26, 2023
Do Something
September is a bustling month in the Irving household, filled with birthdays, parties, back to school activities, and charity outings. Always keeping things interesting! Never a dull moment Speaking of events, thank you to all who joined us at our annual Client Appreciation Event
Sarah IrvingSep 19, 2023
Fall Cleaning for Your Finances
It’s hard to believe that Fall is just around the corner with the record high temperatures we had last week! We’ve all heard of spring cleaning, but what about fall cleaning for your finances? Just as we embark on the tradition of cleaning and decluttering our homes, now is a per
Sarah YakelSep 12, 2023
Social Hour
Happy day after Labor Day weekend! For the Yakel family, that means back to school!! While the dogs were sad to be left behind… …the kids were mostly excited to catch up with their friends after a long summer of just hanging around the house. They missed the social aspect of scho
Sarah YakelSep 5, 2023