With traditional investments struggling this year, we have been fielding many questions about buying real estate.  The question is often “Is real estate a good investment?”—and for us, the answer is “maybe”. On the surface, it seems that investing in the stock market returns more over time—below is the

Not everyone has a budget and you certainly might have worked very well without one prior to now, but being aware and making a cash flow plan is a fantastic tool for helping you chart a path forward! Step one: Lay it all out there If you haven’t had any conversations about money in your […]

Not only do we start to see the leaves falling away in October, giving way to a new season, a new chance to restart, but the days in the last three months of the year seem to fall off the calendar as well.  At Meridian, October is when we charge full steam ahead with end […]

This week, the world watched Queen Elizabeth, one of the longest reining monarchs in history, be buried surrounded by family, friends, world leaders, and her beloved corgis.  The amount of national and world history that she saw from her front row seat is stunning…this chart from Britannica.com captures just a

There is a lot of buzz on the streets about Roth IRAs / 401ks and whether that is the right investment vehicle.  Well maybe not a LOT of “buzz”, but certainly enough to warrant some questions from our clients over the years.  So is a Roth IRA or Roth 401k / 403b always the best […]

Once again, the market hung on every word that came out of Fed Chair Jerome Powell’s mouth, and while his comments were exactly what most expected, the market reacted as though continued Fed funds rate increases were a shock. Powell’s comments came during a speech at the Kansas City Fed’s annual policy forum in

This summer has been a challenging one, with quite a few family members, friends, and clients of ours all struggling with care challenges for aging parents, spouses, or friends.  We’ve watched the struggle of figuring out how to let someone age in place with dignity, and it is a huge burden for family or friends

Many of us are in the back to school swing. With education on our minds, let’s talk about why teaching kids financial literacy is important, and how to do it effectively! Speaking of good money habits, here are 6 impactful ways to teach financial literacy for kids. It will in turn help your young children become

Put aside inflation, the price of oil over the last year, and interest rates – something else has been on the rise… the strength of the U.S. dollar.  I’m sure most of you have seen a headline referring to the strength of the dollar at least once over the last few months, particularly when 1 […]