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 […]

The passing of time during the pandemic has felt very weird at best. For me, it felt like 2020 moved at a snail’s pace and 2021 has been a bit of a blur. And, it’s caused me to forget exactly when certain events happened. Thank goodness for time stamps on the pictures on my phone! […]

A big headline in 2021 has been the unusually high annual inflation figures, as compared to 2020.  As of November 30, 2021, the Consumer Price Index increase from November 2020 was 6.8% according to the Bureau of Labor Statistics.  Much debate has occurred over the causes (supply chain? Used cars?) and whether it is

You’ve hired a professional to provide services for you. Hopefully, you have some idea of what these services will cost. Most contractors, it’s said, will finish their work in twice the time and at twice the cost that’s quoted. But, hey, if you factor that in at the start, you won’t be disappointed! What’s

You may have seen or heard that I bonds (AKA inflation bonds or series I savings bonds) are currently paying 7.12%. That is true, but as with most headlines these days, it’s important to read into the situation and dig a little deeper. Shameless plug: if you’d prefer a shorter video version of this blog, […]

As a reminder every morning, my daughter announces the days until Christmas and New Years Eve…in case you’re wondering, there are 46 days left until Christmas and 53 days left in 2021).  The television is playing Christmas commercials constantly, and all the stores are decked out for the holidays. Year end is

Happy November! We are officially in the home stretch of the year.  Including today there are only 60 more days left in 2021 of which there are approximately 40 work days! Here at Meridian, we are taking advantage of every one of those days and are continuing to work through end of year planning with […]