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.  

In many initial client meetings (and sometimes beyond the initial meeting), clients are often in search of a unicorn, an investment that provides a high rate of return without any risk. Most people won’t explicitly say that, although we do often laugh about one particular prospect that wanted to “only own the

No matter who you are, it is important to have certain measures in place to protect yourself (and your family) financially. Why? Because life has a way of throwing curve balls at us when we least expect them and certainly when they’re not wanted. To make sure you’re able to make lemonade out of the […]

It’s all fun and games while the eggnog is flowing and the tinsel is still hung, but the post-holiday spending hangover can mean bad news for your financial situation if you don’t make adjustments in the new year. If the holidays left you and your budget feeling a little bloated, then it may be time […]