Financial Planning
Resolutions from the Uber-Wealthy
Ten days into the new year, and many of us are still trying to make time to put our grand resolutions for 2017 in place. Either many of us have resolved to eat better, exercise more, start a budget, be patient with our children…or some of us are still figuring out what our goals
Nathan GilbertJan 10, 20172016 is Not Over (For Some Types of Retirement Plan Contributions)
As the year turns over to 2017, it seems that the “internet” is happy to be saying goodbye to 2016. I am not completely sure the exact reason or reasons why, but the popular sentiment seems to be that 2016 was a “bad year.” I am certain many good things happened to many people, b
Nathan GilbertJan 3, 2017This Holiday Season, Think of Yourself First
No, I am not advocating behavior that is the opposite of the spirit of the season. But, I am suggesting that you think of yourself first when it comes to planning for your retirement. As a parent of three children, the urge to do whatever I can for their future is very powerful.
Nathan GilbertDec 20, 2016A Great Value
Shopping season is here—unless you are one of those super organized people who shop all year for Christmas and store up gifts in your hall closet, most of us spend December running around, looking for that special gift for those on our list, and hopefully finding a good deal as w
Nathan GilbertDec 13, 2016The Tortoise and the Hare
I am a saver at heart and like to have all my buckets “funded”; I make a special effort throughout the year to slowly build up my gift account. I have a separate bank account that I transfer money into every week, albeit, just a microscopic amount based on the amount of money I t
Nathan GilbertDec 6, 2016Begin with the End in Mind
Hello everyone, this is Cindy Legg and I am excited to be part of Meridian Financial Partners! I look forward to sharing some thoughts with all of you for Meridian’s blog this week. Have you ever planned a large party or better yet, your own wedding? If you have, you probably sta
Nathan GilbertNov 8, 2016Free Lunch
This past week, the fact that I pay in advance for the kids to be able to order lunch at school was discussed in our car one morning. Ben, my youngest son, said “You pay for those lunches? I thought they were free.” To which my sassy ten year old daughter replied, “Seriously? Nob
Nathan GilbertOct 25, 2016Backup Plan? What Backup Plan?
Our household relies a lot on family and friends when it comes to help with our children. From making sure they are where they need to be, to checking that they are in the right clothes for whatever themed “day” there is at school, there is a lot that goes into keeping things run
Nathan GilbertOct 18, 2016The Value of Professional Help
Two weekends ago, the entire Meridian family headed out to Airlie in Warrenton, VA for our “second annual” picture session. The purpose was twofold; 1) to get updated pictures for our website and office, and 2) have some nice photos for our Christmas cards each year. As far as fa
Nathan GilbertOct 4, 2016Best Laid Plans…
So we usually post our blogs on Tuesdays—and I had every intention of completing this week’s blog on time—but yesterday, I simply forgot about it. Our dog got sick and had to be taken to the vet unexpectedly, one kid needed a hard to find school supply for this morning, and one n
Nathan GilbertSep 14, 2016Are you biased?
Every year, we return to the same condo at Sandbridge Beach—we enjoy the same activities as the year before, and we eat at the same favorite restaurants. It may sound boring, but our familiarity with the accommodations and the area relieves the stressful unknown of going somewher
Nathan GilbertAug 30, 2016The Pitchers’ Duel
I had the brilliant idea to take my two oldest kids (6 and 4) to the Nationals game this past Sunday. I use the term ‘brilliant’ sarcastically as things didn’t go all that well. More time was spent in front of the cooling mist fan behind right field than in our actual seats. And,
Nathan GilbertAug 9, 2016