If you have children, grandchildren, know of someone who has children, or even just look around any of the big stores then you probably know about “Elf on the Shelf”.  This “magical” elf is adopted and named by the children of the house and gets into all sorts of mischief …. every … single …. […]

It’s no surprise to anyone that we are in holiday season! 😊 From Halloween to Thanksgiving…and then on to Christmas and New Years…it is just months on end of celebrations and annual traditions.  My kids remember each one…we had to watch Macy’s Thanksgiving day parade…and get a Christmas tree the day

Debt complicates not only our finances, but our emotions too. Much of the stress surrounding debt simply comes from not addressing it in the first place. It’s time to change that! Paying Down Debt Paying down debt can make you more financially secure and give you more flexibility when deciding what to do with your

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