Insights, Advice & a Whole Lot More
Keeping the Long View Amid Change and Chaos
The last few weeks have felt like total chaos—at home, our routine schedule has been upended with weather-related school cancellations, kids with the flu, and late nights of basketball games. At Meridian, we’ve been working hard on the usual year end reporting and tax preparation
Sarah YakelFeb 11, 2025
Understanding Retirement Accounts
When it comes to planning for retirement, there are a variety of savings vehicles to help you save for the future. Each type of retirement account offers its own set of benefits, tax advantages, and eligibility requirements. Whether you are just starting your career or nearing re
Kira TopekaFeb 5, 2025
Resilience and Risk: Navigating the 2025 US Economy
To everyone that hates the month of January, we are almost through! January has a tendency to feel like the longest month of the year; however, with the plethora of information, data, and events for us to mull over and consider for our clients’ portfolios (not to mention keeping
Sarah IrvingJan 30, 2025
Understanding Your December 2024 Statement
Happy 2025 y’all! This is my first official blog of the year, and I am starting to prefer the 1-minute video format (the Meridian Market Minute)! There will be one that accompanies this post. Nonetheless, I will write about a topic that has been on some of our clients’ minds rece
Nathan GilbertJan 21, 2025
When Can I Start Filing Taxes?
HOLD…HOLD… As the calendar turns to 2025, many people immediately start to think about filing taxes. While it’s generally a good thing to avoid procrastination (I tell myself…), your 2024 tax filing may be an exercise in patience for some… If you are one of those very organized p
Sarah YakelJan 14, 2025
Tax Changes for 2025
Happy New Year! Let the new year resolutions begin! It’s always nice having a fresh start at the beginning of the year with new goals to work towards and a feeling of excitement around what’s ahead. To help set you up for the strongest start to contributing to your savings and in
Dan FortunatoJan 6, 2025
Happy Holidays!
Happy Holidays from our Meridian family to yours! We are taking a break from the blog next week, so have a happy and safe New Year’s celebration, and we look forward to seeing you in 2025! — Sarah Yakel Blog Disclosure
Sarah YakelDec 24, 2024
Top Financial Headlines of 2024
In honor of all of the year-in-review lists that are coming our way as we near the end of the year, we wanted to go over some of the top financial headlines of 2024. While this is not an exhaustive list, it does highlight a lot of what was on investors’ minds. It might not […]
Nathan GilbertDec 20, 2024
Financial Year-End To-Do List
Somehow, New Year’s Eve is only three weeks away! As the year comes to a close, we want to make sure those year-end to-dos are ticked off before the clock strikes midnight on December 31st. Take Your Required Minimum Distribution (RMD) If you’re required to take your IRS Required
Kira TopekaDec 10, 2024
Fiduciary vs Financial Advisor: Know What You’re Getting
These past few weeks have been a whirlwind and I know that the remaining weeks of 2024 will be as well. Before Thanksgiving, I had the opportunity to join two of my colleagues at the annual Charles Schwab IMPACT conference in San Francisco where some of the brightest minds in the
Sarah IrvingDec 4, 2024
Giving Thanks in 2024
While this year seems to have flown by, we wanted to take a moment this Thanksgiving to reflect on what we’re thankful for. From our families to yours, wishing you a very happy Thanksgiving. Sarah Yakel: I’m always thankful for my family and friends, but this year, I’ve been real
Nathan GilbertNov 26, 2024
NOT YET! Good Debt vs. Bad Debt and the Holiday Season
I’ve started grocery shopping with my air pods in…not to be anti-social but because—as a Christmas purist—I firmly believe that there should be NO Christmas music before Thanksgiving. If you start listening now, then you’ll hear “All I Want for Christmas” 2,954,359 times before D
Sarah YakelNov 19, 2024