While even the IRS is scrambling to figure out how to comply with the new tax act—one portion of the new bill does seem clear, and is a really nice gift for parents and grandparents of students.  The new tax act allows 529 plan distributions for any eligible education expenses of K-12 education—not just the

Yesterday, we did one of my favorite holiday traditions.  Much to the consternation of my husband, the morning of New Years Day is when we take down every inch of Christmas decorations and put it all away.  Jonathan would happily leave all of the decorations up for another few weeks, but I love the fresh, […]

As a parent of three young children, this time of year is certainly an exciting (yet hectic!) one. As you might guess, all of the kids were quite literally bouncing off the walls in anticipation of Christmas morning. Fortunately, Santa came through and delivered most of what was asked for. The jolly old soul even

The 2017 holiday season is in full swing, and as always, by this point in the year, I am getting tired.  Our family has been to 6 Christmas concerts in 12 days…baked 20 dozen cookies…made (and decorated) 3 gingerbread houses…wrapped upteen gifts…and attended 8 holiday parties, each with its own gift exchange.

My alma mater’s football team is on a pretty impressive winning streak. The James Madison Duke Dogs won their 25th consecutive game in dramatic fashion this past Friday night. Clad in their signature purple and gold jerseys, they defeated Weber State in the quarterfinal round of the FCS playoffs. Harry Holtzclaw of

This past Saturday, my wife and I were fortunate enough to be guests at the annual Warrenton Rotary Raffle gala and dinner. It was my first time attending this type of event, and it was certainly a lot of fun. The purpose of the evening was to raise money for all of the wonderful causes […]

Last week, the ladies of Meridian all attended Leadercast Women, brought to Warrenton by LFCC Workforce Solutions.  It was a powerful day of speakers and networking with other women in the community, and we all left with a lot to think about. One of the speakers was Dr. Bernice King, daughter of Martin Luther King,

Fresh off of a retirement planning software conference with many of my Meridian friends, the topic of technology use within Meridian is still very front-of-mind. Honestly, this was my very first “official” business conference since helping to start Meridian, and it was a lot of fun. However, I also learned a lot

Today marks the second anniversary of Meridian Financial Partners.  The past two years have been such an amazingly fun journey. In the past two years, we have grown to serve over 200 households in our extended community.  We manage over $150 million in assets.  We have expanded our office space, added team members,