A TIAA-CREF study published in October 2015 highlighted the most common barriers to seeking financial advice. The study found that the top reasons that Americans don’t seek help with their finances is because they either think they don’t have enough money to invest, they feel advice will cost more than they can

This week, I was awed and inspired by the speaker at women’s luncheon—Columbia professor, Ms. Geeta Mehta.  Ms. Mehta is the founder of several global non profit organizations, and is a passionate pioneer in the social capital conversation, attempting to tackle poverty while also building community spirit. What

Leaving one job and starting another is a busy and sometimes stressful time.  In the rush of learning the ropes of a new position, you may forget about your 401K account with your old employer.  But, we highly recommend that you take that account with you when you go.  After all, if you aren’t at […]

Welcome to Meridian Financial Partners…

Welcome to Meridian Financial Partners. I am Sarah Yakel, and I am fortunate to be able to work with fun and talented people like Nathan and Gretchen. You can learn more about what makes them amazing here, but we are all glad that you are visiting us online and are most excited to meet you! […]