ROI to ROL

The financial services industry loves acronyms—as an example, I am a CFP1 that works at an RIA2 which makes me an IAR3—yeesh!   At Meridian we try to strip all of the jargon and opaque phrases from our conversations, as we

The Individual Medley

As a relatively new “swim parent,” I have learned a lot about swimming and swim meets in general. For those of you experienced swim parents, you are probably doing a combination of cringing and smiling right now; cringing at all

House Odds

I write this blog post from Las Vegas—we are here for a few days to celebrate my husband’s birthday.  As a financial planner, I am not a huge gambler.  My normal life is filled with assessing odds, the lurking risks

Professional Nitpicker

Unfortunately for me and my family, I recently learned that the Professional Nitpicker does in fact exist and is apparently widely known. While I am tempted to go for the obvious joke and say that I thought that title belonged

Watch D.O.G.S.

First, I hope you all enjoyed your Memorial Day weekends. I will steer clear of Memorial Day as a topic this year, as I am fairly sure that’s what I wrote about last year at this time!   This past

The Mom Trifecta

As you all know (or better know!), this past Sunday was Mother’s Day. As always, it served as a reminder how important moms are in all of our lives. As a parent myself, there is an extra level of appreciation