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 of the questions we keep hearing… First of all, we scooped the Washington Post… 😉 […]

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 paydown) a mortgage seems to have risen over the past month.  Maybe because of the

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 to experience the thrill of racing against a pack of other kids to see who […]

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 don’t know how much longer I’ll be around.” – none of us do! Although,

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 isn’t just for wealthy investors. Capital gains tax can apply to anything of value, even […]

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 topic head on.  Needless to say, Jerome Powell’s “hawkish” commentary

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 is no perfect answer to how to invest in the face of inflation. According to

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 age golden rule of having $1 million set aside for you to retire, but everyone […]

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 still things you can before the April 18th deadline.