With October being Estate Planning Month, we wanted to address IRAs (individual retirement accounts). Until the SECURE Act, IRAs were relatively easy to incorporate into an estate plan. As long as beneficiaries are named after the IRA owner dies, the assets are automatically and easily transferred to the account

As we reach the halfway point of National Estate Planning Awareness Month, it’s a great time to revisit the key documents that should be included in any comprehensive estate plan. While trusts are essential (as Nathan discusses in detail here), wills, powers of attorney, and health care directives are equally

As I was writing this week’s blog, I realized that my last one was also about a sensitive topic (divorce), so I promise my next one will be a LOT lighter! Nevertheless, navigating the loss of a loved one and in turn, inheriting assets can be both a financial blessing and an emotional challenge. It’s […]

It seems like anything and everything has a “month” these days. A quick Google search reveals that October is Breast Cancer Awareness Month, Cybersecurity Awareness Month, Polish American Heritage Month, National Learning and Development Month. October also contains World Mental Health Day, World Arthritis Day,

One of the most wonderful parts of my job is getting to celebrate so many positive life-changing moments with our clients like graduations, marriages, babies, new dogs, long-awaited retirements, the list goes on. While it’s wonderful to get the chance to celebrate these alongside our clients, we also recognize we

For many, Labor Day is part of a long weekend packed with parties and barbeques, marking the unofficial end of summer and the last day to wear white until next year’s Memorial Day. The holiday, however, has deeper roots, stemming from the late nineteenth century when labor activists pushed for a federal holiday to

Harry Markowtiz, the Nobel-winning Pioneer of Modern Portfolio Theory, was quoted as saying that “diversification is the only free lunch in investing.” Properly diversifying may not always feel “free.” We tend to joke that in a diversified portfolio, there will always be something you are not happy with

We love hearing from our clients with blog topic ideas, so thank you to the client who reached out about today’s topic: Capital Gains Tax. What is a capital asset? Almost any type of asset you own is a capital asset. This can include a type of holding, like stocks or bonds, or real estate, […]

We love to hear our clients taking the initiative to learn more about their personal finances and to educate themselves and while we hope Meridian provides more than enough content to do so, we know there are many other sources and opinions out there. This may be a bit of a controversial topic as we […]