Insights, Advice & a Whole Lot More
The Halfway Point
We’ve officially hit the half way mark in the year and as another parent pointed out, the half way mark of the summer as well. Last summer looked a lot different for everyone, so we are trying to make up for “lost time” and are squeezing in as many quintessential summer activitie
Sarah IrvingJul 6, 2021
Happy Belated Father’s Day (A Custodial ROTH IRA?)
My family and I were on vacation last week at Bethany Beach, and as usual, it was a great and relaxing time. It was especially nice to see my kids and their cousins playing together after last year’s hiatus. I didn’t totally escape work and did have my laptop in tow (I avoided it
Nathan GilbertJun 29, 2021
FLORIDA! (And Master Planning)
As I write this blog, the Yakel family is working our way down the Florida coast. We started in Hollywood, and now we are working our way towards Key West. From there, we plan to head up to Marco Island and then end our trip in Orlando. Sort of a little sampling of Florida’s attr
Sarah YakelJun 25, 2021
Emergency Fund 101
Life happens Unfortunately, things can (and will) happen that seem to derail your plans or force you to hit the “reset button” when you least expect. While we certainly wouldn’t wish some of life’s unpredictable events on anyone, we know that at times, some (or maybe all) of us w
Sarah YakelJun 15, 2021
Connecting the Disconnect
Based off the recent headlines, it can sometimes feel like the economy is disconnected from the market. Take this headline for example: Inherently it’s strange to see that news of a disappointing jobs report would cause the markets to rise. However, investors are keeping a close
Sarah IrvingJun 8, 2021
Memorial Day Minute Read
We hope everyone had a relaxing, enjoyable, and safe Memorial Day weekend surrounded by friends and family. Meridian had the pleasure of enjoying the 96th annual Virginia Gold Cup and was proud to present the award for Race Three, the Allowance Hurtle to the jockey and trainer of
Sarah YakelJun 1, 2021
Are Inflation Fears Inflated?
As I mentioned in my recent Meridian Market Minute video post, headlines around inflation have started to appear as the next thing we should all be worried about. My colleague Sarah Irving also wrote a great blog around the topic back in early April. Since that time, the rate of
Nathan GilbertMay 25, 2021
Cryptocurrency and Speculation: A Case of FOMO?
At Meridian, we’ve been trying to not wade into the cryptocurrency debate—as any skepticism can illicit firestorms of angry mail from crypto fans. But, with cryptocurrencies back in the headlines throughout 2020 and into 2021, it has attracted a lot of attention from investors. R
Sarah YakelMay 18, 2021
The Best Things In Life Are Free, Plus Tax
This tax season has been really complicated due to all of the pandemic-related policy changes. But some people are being surprised by tax bills for a very simple reason: They aren’t having enough money withheld from their paychecks throughout the year. If you’re a W-2 employee, y
Sarah YakelMay 11, 2021
May the Fourth be with you …. and your online security
Federal tax returns and depending on where you live, state tax returns, are due in t-minus 13 days. As much of a headache filing your income taxes, or owing taxes, can be, experiencing identity fraud or theft can be a much more permanent and long-lasting headache. Unfortunately m
Sarah IrvingMay 4, 2021
Moving Targets
The COVID pandemic has changed a lot of things in all of our lives, and tax deadlines are no different. You now have until Monday, May 17th to do few things that count toward the 2020 tax year. Among them: File your taxes – the deadline has been extended from the traditional Apri
Nathan GilbertApr 27, 2021
Fresh Start
With this week’s last gasp of winter temperatures, we are hopeful that Spring is finally here. Trees are flowering, daffodils are up, and at the Yakel house, we are just waiting for final frost danger before putting all of these healthy guys to bed: And, we met new puppies!! The
Sarah YakelApr 20, 2021