October is my favorite time to live in Virginia…I know we take our knocks when it comes to the weather, but October is the payoff for the crazy weather we have all year long.. I do love the shades of green in April and the springtime flowers of May, but October is when Virginia comes […]

2020 has proven to be the year almost everyone will be happy to see go as the clock nears midnight on Dec 31st.  Although the issues we have been battling globally and as a country have been particularly severe this year, I feel as though that is a recurring theme — at the end of […]

I realize this blog title could pertain to a lot of things going on in our world right now. In fact, it probably could be reversed to, ‘Insanity Now, Serenity Later’. At least, I certainly hope there’s some serenity later for all of our sakes! In this case, I am referring to income tax rates […]

Every time we send out the weekly blog email, we invite our readers to send ideas for future posts our way. Every now and then, a reader takes us up on that! 😊 Here’s one question that we’ve been meaning to answer for a while (but were waylaid by one of the craziest market cycles […]

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.

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

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

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

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