The past few days have given lots of reprieve from the colder weather, but the roller coaster in the markets seems to continue. Needless to say, investors have been put through an emotional ringer the last 2 years through stomaching
Many of you have read Lucy’s blog about I Bonds, and we’ve been answering lots of questions about buying I Bonds and whether they are a good idea or not…so, we wanted to send a quick note to answer some
Recently, we have been fielding many questions about whether it is more prudent to use excess cash to pay off a mortgage or go invest. While we do answer this question with regularity, the interest in paying off (or accelerating
Despite the wintry mix yesterday, Spring feels like it may be here (knock on wood!). My family is enjoying the beginnings of spring and Easter 2022 was a success. This was the first time both of our youngsters were able
Just because you are eligible for Social Security benefits doesn’t mean you should start taking them right away. We often hear our clients ask about taking social security as soon as they are able, using reasoning such as: “I
If something you own goes up in value and you sell it, then you’ve made a profit. That profit is called a capital gain, and a capital gains tax is the tax you may owe on that profit. This tax
In writing the blog for this week I debated whether I should write about something completely opposite from the overload of information we have had on the current economic and geopolitical landscape or if I should meet a very relevant
Other than the very obvious and depressing headlines that Sarah Yakel deftly navigated in her last post, the next highest thing on investors’ minds is inflation and what to do about it. Like anything when it comes to investing, there
Most people have plans to retire and even have a fairly good idea of how they’ll use that new-found free time, but few actually know how much money they’ll need to save in order to afford retirement. There’s an old
For everyone eagerly awaiting to file their taxes, Meridian sent an email last week letting our clients know that 1099s have been physically mailed /emailed from Charles Schwab. However, before you submit all of your tax filing documents, there are