When it comes to finding a place to live, one of the most significant decisions many people face is whether to rent or to buy a home. Both options come with distinct advantages and disadvantages, and the decision often depends on personal circumstances, financial goals, and lifestyle preferences. Whether you’re a

The last few weeks have felt like total chaos—at home, our routine schedule has been upended with weather-related school cancellations, kids with the flu, and late nights of basketball games. At Meridian, we’ve been working hard on the usual year end reporting and tax preparation tasks, as well as rebalancing

When it comes to planning for retirement, there are a variety of savings vehicles to help you save for the future. Each type of retirement account offers its own set of benefits, tax advantages, and eligibility requirements. Whether you are just starting your career or nearing retirement, it’s important to

To everyone that hates the month of January, we are almost through! January has a tendency to feel like the longest month of the year; however, with the plethora of information, data, and events for us to mull over and consider for our clients’ portfolios (not to mention keeping up with the unpredictable weather!)

HOLD…HOLD… As the calendar turns to 2025, many people immediately start to think about filing taxes. While it’s generally a good thing to avoid procrastination (I tell myself…), your 2024 tax filing may be an exercise in patience for some… If you are one of those very organized people who do have all your

Happy New Year! Let the new year resolutions begin! It’s always nice having a fresh start at the beginning of the year with new goals to work towards and a feeling of excitement around what’s ahead. To help set you up for the strongest start to contributing to your savings and investing goals this year, […]

In honor of all of the year-in-review lists that are coming our way as we near the end of the year, we wanted to go over some of the top financial headlines of 2024. While this is not an exhaustive list, it does highlight a lot of what was on investors’ minds. It might not […]

It’s never pleasant to get a notification from your bank informing you that the interest rate on your high-yield savings account is decreasing. But, it is becoming more common. According to the FDIC, the national average interest rate on a traditional savings account is 0.45%, with many brick-and-mortar banks

Did you hear there was an election coming up? I think I drew the short straw in the rotation of blog writing when I ended up with the investing-in-an-election-year topic. Nonetheless, it is probably the most common question we are getting from clients and prospects right now. Should you make any changes to your