Now Available: Cybersecurity Webinar & PDF.Get it now.

The Meridian blog

Insights, Advice & a Whole Lot More

Welcome to the official blog of Meridian Financial Partners. We'd love to hear your comments as well as your questions. Oh, and our attorneys want you to read these disclosures.
Family & Life Events

News Flash: Traveling With Kids is Hard

This past Thanksgiving week, my wife and I made the somewhat suspect decision to travel to the Gulf Coast of Florida and back (with a layover in Dallas) with our three children, ages 8, 6, and 3. While our time in Florida with family friends was a lot of fun, the travel part was

Nathan GilbertNathan GilbertNov 28, 2017
Family & Life Events

Counting Blessings

This weekend, our family went on a little mini-vacation to the Gaylord hotel in National Harbor. If you’ve not been, the hotel is quite stunning when decked out for Christmas. Numerous trees, twinkling lights, water fountain shows set to Christmas music, gingerbread villages—Chri

Sarah YakelSarah YakelNov 21, 2017
Tax Planning

The Annual Rotary Raffle

This past Saturday, my wife and I were fortunate enough to be guests at the annual Warrenton Rotary Raffle gala and dinner. It was my first time attending this type of event, and it was certainly a lot of fun. The purpose of the evening was to raise money for all of the wonderful

Nathan GilbertNathan GilbertNov 14, 2017
Tax Planning

Deep in the Heart of Taxes

Sarah Yakel So, every relationship seems to have the fun one—the cool parent, the fun loving spouse, the crazy sister…and, as you may have already guessed, Nathan is the fun partner here. He posts about cool beer toting burros or cult shows like Stranger Things. I post about tax

Nathan GilbertNathan GilbertNov 7, 2017
Boy dressed as Eleven from Stranger Things for Halloween
Investing & Markets

Stranger Things

I am not sure how many of you are fans of the hit Netflix show, Stranger Things, but my wife and I are pretty much addicted. Before I go any further, this is NOT a spoiler post, as we have yet to watch season 2, which was released this past Friday. I am sure some […]

Nathan GilbertNathan GilbertOct 31, 2017
A chart showing financial hierarchy
Planning Basics

It’s All About the Dash

Last week, the ladies of Meridian all attended Leadercast Women, brought to Warrenton by LFCC Workforce Solutions. It was a powerful day of speakers and networking with other women in the community, and we all left with a lot to think about. One of the speakers was Dr. Bernice Ki

Nathan GilbertNathan GilbertOct 24, 2017
Investing & Markets

What the Heck is a Melt Up?

The new normal in our industry is media outlets and analysts alike coming up with the latest and greatest “term” that we should all be focusing on and worrying about. Lately, I have seen the term “melt up” used quite a bit, and it is somewhat obviously an oxymoron. I might argue

Nathan GilbertNathan GilbertOct 17, 2017
Planning Basics

A Seinfeld Rally?

Most of us remember the 90’s sitcom Seinfeld—as one of Nathan’s and Sarah Irving’s favorite shows, it is often quoted here at Meridian. As for me, I am still afraid of licking cheap envelopes. Seinfeld also indelibly marked things like the Soup Nazi, Fesitvus, and yada yada yada

Nathan GilbertNathan GilbertOct 10, 2017
Nathan taking a selfie with a small donkey
Retirement Planning

The Burro Beer Server

Tech Talks & Takeaways Fresh off of a retirement planning software conference with many of my Meridian friends, the topic of technology use within Meridian is still very front-of-mind. Honestly, this was my very first “official” business conference since helping to start Meridian

Nathan GilbertNathan GilbertOct 3, 2017
Planning Basics

#Grateful

Today marks the second anniversary of Meridian Financial Partners. The past two years have been such an amazingly fun journey. In the past two years, we have grown to serve over 200 households in our extended community. We manage over $150 million in assets. We have expanded our

Nathan GilbertNathan GilbertSep 25, 2017
Investing & Markets

The Birthday Season

All three of our kids have birthdays within one month of each other, so we are all busy figuring out which family member is getting what for which kid***. Not to mention the annual discussion with each child of who they are going to invite, and where will the party be? It can all

Nathan GilbertNathan GilbertSep 19, 2017
Equifax Data Breach
Planning Basics

Gimme Credit

Understanding the Equifax Data Breach and Its Impact The Equifax data breach has been highly publicized since the news broke on September 7, 2107. In this huge breach, ranking in the top five of all time data thefts according to USA Today, the hackers stole personally identifiabl

Nathan GilbertNathan GilbertSep 12, 2017