Insights, Advice & a Whole Lot More
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
CDs – Still Not a Good Long-Term Investment Strategy
When a client has accumulated savings that they don’t plan to use in the near future, they often wonder what they should do with their money to make it work harder for them (aka grow more). One of the first questions we ask is, what is the likely timeframe for the money? If it’s
Nathan GilbertAug 29, 2023
The World Has Changed, So Have You, Let’s Talk About It
When I started writing this blog, I intended to begin with a summary of the major world events between 2015 when Meridian was founded and now. But in those seven years, so many things have happened that I would likely lose most of my readership before I even make it to the events
Kira TopekaAug 22, 2023
Girl Math
A recent trend has taken over TikTok called “Girl Math” that has been all over my “for you page”. It has amassed millions of views from people all over the world, including a few in the Meridian office, and even has it’s own theme song. Girl math is essentially a type mental acco
Sarah YakelAug 8, 2023
Spinoffs, Splitoffs, and Stocks
In light of the communication many of our clients received on regarding the exchange offer of Johnson & Johnson shares for Kenvue, I figured this would be a timely topic! While we hope our email provided enough background information on the spinoff and instructions to take advant
Sarah IrvingAug 2, 2023