It’s February. It’s the month of love, Valentine’s Day. With love comes marriage, and marriage is a beautiful thing. But, what a lot of people forget to talk about is there is a business side to marriage, in the midst of the honeymoon phase. Then, seemingly out of nowhere, the disagreements about money begin.

The groundhog really was not joking with his appearance implying 6 more weeks of winter. While the snow can be beautiful, snow days lose a little bit of their magic when you actually have to go somewhere and shovel it.  My one year old has the right idea about snow days, particularly after he face […]

Global stock markets keep going up and up. Some things have indeed improved since the dark days of March 2020. But other conditions have worsened. Yet, it almost seems no matter what the news is, investors remain bullish. Clearly the collective market wisdom is that the pandemic and our economic troubles will resolve

This is Ben. He is my 10-year-old and littlest child, and he is the best helper. Over Christmas break, Ben was helping me assemble a million new client packets, and he noticed the risk tolerance questionnaire that we include for every prospect to complete.   Ben was excited to find out that our clients take

It might sound strange, but not all debt is “bad.” Certain types of debt can actually provide opportunities to improve your financial future. To make smart decisions about if, when, and how much to borrow, you need to understand the difference between “good” and “bad” debt and how to manage it. GOOD DEBT

Happy 2021! Per Nathan’s last blog, I only have a couple of more weeks to say that, so I’m soaking it up.  Cheers to everyone who has set their goals or resolutions for this year whether they be physical, mental, or financial in nature. From a financial perspective, it is exciting to begin planning with […]

I hope you and yours had a wonderful holiday season and your new year is off to a great start. Despite not being able to see most family as usual, our young children made the season very exciting/exhausting as always! As our children get older, I have found that the number of Christmas gift wishes […]

As the year comes to a close, the team here at Meridian has been collaborating together on our individual and firm key objectives for 2021.  We take this opportunity every year to revisit the values, philosophy, and mission as a company as well as to set goals for ourselves and a company as a whole. […]

We at Meridian often get a lot of questions around trusts and what they can and can’t do. While we are not attorneys and do not draft wills or trusts, we do need to be aware of what estate planning options are available to our clients. “Do I even need a trust?” is probably the […]