Insights, Advice & a Whole Lot More
Light at the End of the Tunnel?
After months in and out of the headlines, the issues surrounding the debt ceiling have come into sharp focus, as the U.S. could become unable to pay its bills as soon as June 1. There’s nothing like an impending deadline to force action. Source: https://www.visualcapitalist.com/r
Sarah IrvingMay 22, 2023
Taking Care with Intergenerational Planning
Happy belated Mother’s Day to all the moms and mother figures out there! Our weekend was filled with gardening, making homemade pizzas, and I was surprised with breakfast in bed which happened to be a pancake in the shape of my head. Nothing says “I love you Mom” like having your
Sarah IrvingMay 17, 2023
The Goods on Giving
Today is Give Local Piedmont! Now in its 10th year, the Give Local Piedmont fundraising drive presented by the Northern Piedmont Community Foundation partnered with the PATH Foundation is a day of inspiring community members to give to support the many non-profit organizations ba
Kira TopekaMay 9, 2023
Nothing Like Waiting Till the Last Minute
As with many things in business and in life, deals/projects/agreements/settlements don’t get done in advance of a deadline. Once a deadline is looming, things generally get done at the 11th hour. I have a golfing friend who is perennially late to every tee time, so my other frien
Nathan GilbertMay 2, 2023
Testing, testing…
Today the Yakel kids start SAT testing…only Ben is excited—he likes filling in all of the bubbles with his number two pencil. The older kids dread it…probably because they are facing a day full of questions like this: For all you math people, you can check your answer at the end
Sarah YakelApr 25, 2023
The Cheese Tax
10 Fun Tax Facts to Brighten Your Tax Day Happy Tax Day! While taxes may not be the most exciting topic, there are some interesting and fun tax facts that you may not know about: The first income tax in the US was introduced in 1861 to help pay for the Civil War. The tax […]
Sarah YakelApr 18, 2023
Inheritance Rules Kicking In
Hoping that all our clients and readers are enjoying this glorious weather and you aren’t stuck inside finishing your taxes! Just a friendly reminder that Tuesday April 18th is the filing date and you have up until the deadline to contribute to IRAs, Roths, HSAs, and SEPs (unless
Sarah IrvingApr 13, 2023
On the Hunt for Financial Easter Eggs
Hidden Easter Eggs in Your Finances Growing up, Easter meant driving up to my grandparents’ house in New Hampshire where the adults would place colorful plastic eggs all over property for the kids’ Easter egg hunt. As my elder cousins assumed the egg hiding responsibilities, they
Sarah IrvingApr 4, 2023
The Conversation Hasn’t Changed
We have been very fortunate to add some wonderful people to our team since starting Meridian in 2015 (!), and as they advance their careers and knowledge base, they have started to enter the regular blog rotation (shout out to Kira Topeka for next week!). It is nice to not only a
Nathan GilbertMar 29, 2023
So Tired…
This weekend, the Yakel family had an odd weekend free. It has been forever since we have had a full weekend with no commitments, and so I built a long to-do list of all sorts of things that had been neglected in the past flurry of activity (dishes, laundry, organizing!). But, wh
Sarah YakelMar 21, 2023
Everything, Everywhere Not All At Once
Other than the Oscars, the failure of Silicon Valley Bank has been dominating the headlines. However, the U.S. Treasury and the Federal Reserve have moved swiftly to address potential risks to the financial system. We also believe the turmoil will relieve some pressure on the Fed
Sarah YakelMar 14, 2023
The “R” Word
The dreaded “R” word is frequenting headlines and the minds of investors as the uncertainty of a “hard” or “soft” landing comes to the fore front. The “R” word being recession, a word that brings uncomfortable flashbacks to almost anyone and stirs up an instinctual fight or fligh
Sarah IrvingMar 7, 2023