If there were one perfect diet or one perfect investment strategy, everyone would follow it. But just like physical health, financial wellness is deeply personal. There are no magic bullets, progress is rarely linear, and lasting success is a marathon, not a sprint. Financial Wellness Is Not One-Size-Fits-All In

  We so rarely provide commentary on books we are reading here on the blog, but I recently read the book Learning to Love Midlife by Chip Conley, and truthfully, I found the insights in the book so profound that I couldn’t wait to share them with you. I can’t remember how I came to […]

A fresh start. My family knows this about me: every single New Year’s Day, I wake up and immediately start taking Christmas down. All of it…the tree, the decorations, the extra pillows, the sparkle—gone. Packed up. Put away. House cleaned from top to bottom. Period. They roll their eyes every year and

Each holiday season, PNC does something entirely practical — by pricing out the ridiculous. The PNC Christmas Price Index tallies up what it would cost today to buy the gifts from “The Twelve Days of Christmas.” In 2025, that cost has climbed to $51,476.12 — up 4.5% from last year. Talk about true love! (You

With the recent Netflix stock split announcement, we thought it might be a good idea to address stock splits and the reasons companies decide to split their stock. If you aren’t already aware, Netflix (NFLX) announced a forward split at a rate of 10:1 last week. So, if you are a shareholder of that stock, […]

We have friends who have lived in London for the past few years, and we have enjoyed visiting them over the last few years. While there, we took the London Underground frequently, and our kids found the announcements to “mind the gap” entertaining. A very little Ethan and Ben at their first Tube stop Me […]

If you have children and are fortunate enough to be able to save for their post-high school education in advance, a 529 savings account is often a great and popular option. However, there is some concern about leftover money that is not used for qualified education expenses, whether it’s because the child decides

When it comes to personal finance, setting goals is one of the most effective ways to ensure financial stability and growth. However, it’s important to understand that not all financial goals are created equal. Financial goals can be divided into two broad categories: short-term goals and long-term goals. Both

The past two weeks have been very emotional as an advisor—I’m not sure if it is because I’m in a reflective mood as Meridian nears our 10th anniversary in September. Or perhaps it is because of two solid weeks of meetings with clients about their financial plans, and everyone is on track and thriving…whatever