Category

Financial Planning

Taking the Reins

|
Last weekend our oldest turned four, so we figured what better way to celebrate, than taking her to go ride a real-life pony.  She also deserved a mega award for being patient with me and my husband constantly working on renovations on the house and the rescheduling of most extra-curricular activities due to Covid.

Investing Can Pay Dividends

|
When most people think about investing in stocks, they tend to think in terms of buying a stock at a low price and selling at a higher price. This is certainly the goal whenever buying a stock, but what many often forget about is that some companies also pay their shareholders dividends every quarter. Investors

Splitsville

|
With Apple and Tesla completing their stock splits last Friday, we’ve been talking to lots of investors that have become interested in their stock…which sort of baffles us, as the basic principle of a split doesn’t alter the fundamental value of a company in any way. When a company decides to split their stock

Name Your Beneficiaries

|
I know I have touched on this topic before, but we have come across a couple of cases recently where clients have failed to name beneficiaries on their IRAs, or they have named their estate as the beneficiary. Both situations can create problems, and in some cases, less options for beneficiaries. All types of

Becoming a Homebody

|
If you stand by the proverbial water cooler at Meridian, you are bound to hear one of us lamenting about the never ending home projects / renovations (ahem, I am looking at myself), finishing a move into a new home, looking at buying a first home, planning weekend home projects, and really everything under the

Adulting, deferred

|
When the world stopped in March with the arrival of COVID-19, we got a small reprieve from the endless string of ‘grown-up’ appointments…no routine doctor visits, hair cuts, teeth cleanings, vet visits, etc.  It sort of felt like playing hooky from doing adult things…but now, sadly, all of those adulting

Taking it with a Grain of …. Sand

|
Last week my family and I had the opportunity to escape to the beach in North Carolina, close to where I grew up … pretty lucky timing on our part considering hurricane Isaias’s path!  As any parent knows, vacations with small children aren’t exactly relaxing, but the making of lifetime memories is all worth

Headed Up the Mountain

|
This past weekend, my family and I headed into Shenandoah National Park for a camping weekend. It was very nice to get away to nature and have no choice but to be out of cell range. I think it was healthy for all of us to take a break from the plethora of devices we […]

The Rest of the Story

|
My dad engrained many things in me from a young age…value of hard work, honesty, family values, etc.  But also his love of the Three Stooges, the Marx Brothers movies, Johnny Cash, the Beatles, Neil Diamond, Looney Tunes, Ray Stevens, lots of old movies, and Paul Harvey… I don’t remember how we started