Category

Financial Planning

No Man’s Land

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Do the days between Dec. 25 and Jan. 1 even exist? Is time real? This week is often referred to as Twixmas or “No Man’s Land”.   It’s quiet in the office as I write this and we are enjoying getting caught up on some smaller projects that are perfect for a rainy day between holidays.

Are You Ready?

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I do this to myself every time this year – I have the best intentions of getting all of my Christmas to-do’s done early like Christmas cards, baking, and finalizing Christmas gifts; however, I always seem to be sliding into the finish line with a day or two to spare. But what’s the fun in […]

Making a List and Checking it Twice

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Somehow, it’s already December! We are now in what feels like the mad dash to the holidays and the end of 2023. As we look towards starting 2024 in the best possible shape, there are a lot of year-end items to consider. I love a check list and in the spirit of Santa making a […]

4% Rule

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After eight years of writing blogs, all of us at Meridian are always thankful when a reader suggests a topic that they would like to know more about…and I lucked out with a suggestion for this week that is both nerdy and timely…my favorite kinds of things to write about!  The question was…is the 4% […]

“Insuring” You’re Covered

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Many times we plan for things we can expect; however, we must also plan for those that are unexpected. While this week’s blog is focused on a totally different topic, I would be remiss if I did not acknowledge the deeply saddening geopolitical events unfolding in Israel.   The current human toll is unimaginable

Be Aware and Stay Aware

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Remain vigilant and do not hesitate to ask questions! As we head into spooky season, here is a reminder that there are scary things are lurking online and even in your inbox. In today’s blog I want to address a topic that bears revisiting – cybersecurity. Sarah Irving covered this topic around tax day back

Do Something

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September is a bustling month in the Irving household, filled with birthdays, parties, back to school activities, and charity outings.  Always keeping things interesting! Never a dull moment Speaking of events, thank you to all who joined us at our annual Client Appreciation Event last week! These past two weeks have

Fall Cleaning for Your Finances

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It’s hard to believe that Fall is just around the corner with the record high temperatures we had last week! We’ve all heard of spring cleaning, but what about fall cleaning for your finances? Just as we embark on the tradition of cleaning and decluttering our homes, now is a perfect time to apply the […]

CDs – Still Not a Good Long-Term Investment Strategy

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When a client has accumulated savings that they don’t plan to use in the near future, they often wonder what they should do with their money to make it work harder for them (aka grow more). One of the first questions we ask is, what is the likely timeframe for the money? If it’s less […]