Financial Planning
Everyone needs an Estate Plan
Happy Estate Planning Week! I’m sure you knew this holiday existed 😄 Estate planning encompasses the growth, conservation, and transfer of an individual’s wealth through the creation and maintenance of an “estate plan.” The purpose of estate planning is to develop a strategy tha
Sarah YakelOct 17, 2023
“Insuring” You’re Covered
Many times we plan for things we can expect; however, we must also plan for those that are unexpected. While this week’s blog is focused on a totally different topic, I would be remiss if I did not acknowledge the deeply saddening geopolitical events unfolding in Israel. The curr
Sarah IrvingOct 11, 2023
Be Aware and Stay Aware
Stay Alert: Scams Are Smarter Remain vigilant and do not hesitate to ask questions! As we head into spooky season, here is a reminder that there are scary things are lurking online and even in your inbox. In today’s blog I want to address a topic that bears revisiting – cybersecu
Kira TopekaSep 26, 2023
Do Something
September is a bustling month in the Irving household, filled with birthdays, parties, back to school activities, and charity outings. Always keeping things interesting! Never a dull moment Speaking of events, thank you to all who joined us at our annual Client Appreciation Event
Sarah IrvingSep 19, 2023
Fall Cleaning for Your Finances
It’s hard to believe that Fall is just around the corner with the record high temperatures we had last week! We’ve all heard of spring cleaning, but what about fall cleaning for your finances? Just as we embark on the tradition of cleaning and decluttering our homes, now is a per
Sarah YakelSep 12, 2023
CDs – Still Not a Good Long-Term Investment Strategy
When a client has accumulated savings that they don’t plan to use in the near future, they often wonder what they should do with their money to make it work harder for them (aka grow more). One of the first questions we ask is, what is the likely timeframe for the money? If it’s
Nathan GilbertAug 29, 2023
The World Has Changed, So Have You, Let’s Talk About It
When I started writing this blog, I intended to begin with a summary of the major world events between 2015 when Meridian was founded and now. But in those seven years, so many things have happened that I would likely lose most of my readership before I even make it to the events
Kira TopekaAug 22, 2023
Girl Math
A recent trend has taken over TikTok called “Girl Math” that has been all over my “for you page”. It has amassed millions of views from people all over the world, including a few in the Meridian office, and even has it’s own theme song. Girl math is essentially a type mental acco
Sarah YakelAug 8, 2023
Spinoffs, Splitoffs, and Stocks
In light of the communication many of our clients received on regarding the exchange offer of Johnson & Johnson shares for Kenvue, I figured this would be a timely topic! While we hope our email provided enough background information on the spinoff and instructions to take advant
Sarah IrvingAug 2, 2023Who Should I Talk To?
With the name Meridian Financial Partners, folks reach out to us seeking guidance in any and all financial matters. Here at Meridian, we are financial planners and investment managers. Every person’s financial needs are unique and often a successful financial plan is supported by
Kira TopekaJul 25, 2023
What’s a Soft Landing?
In the financial press, you (if you read such things) have probably read phrases like ‘the Fed is hoping for a soft landing…’ They are referring to a soft landing for the US economy which has been running too hot and causing the price of everything to rise too quickly (aka inflat
Nathan GilbertJul 19, 2023
The Rest of the Story, part 2
Back in July of 2020, we wrote a blog about the narrowness of the nascent market recovery from the COVID drop. We referenced the late Paul Harvey (and my dad and his awesome 1970s walnut box speakers…) and Mr. Harvey’s dramatic catchphrase: “Now you know…the rest of the story”… A
Sarah YakelJul 11, 2023