Of all the questions our clients face, this is certainly one of the most perplexing. Timing when to claim social security benefits has a significant and permanent impact on your retirement cash flow. In weighing your decision, consider your health outlook and longevity expectations, whether you plan to continue

Ten days into the new year, and many of us are still trying to make time to put our grand resolutions for 2017 in place. Either many of us have resolved to eat better, exercise more, start a budget, be patient with our children…or some of us are still figuring out what our goals should […]

As the year turns over to 2017, it seems that the “internet” is happy to be saying goodbye to 2016. I am not completely sure the exact reason or reasons why, but the popular sentiment seems to be that 2016 was a “bad year.” I am certain many good things happened to many people, but […]

No, I am not advocating behavior that is the opposite of the spirit of the season. But, I am suggesting that you think of yourself first when it comes to planning for your retirement. As a parent of three children, the urge to do whatever I can for their future is very powerful. However, attempting […]

Shopping season is here—unless you are one of those super organized people who shop all year for Christmas and store up gifts in your hall closet, most of us spend December running around, looking for that special gift for those on our list, and hopefully finding a good deal as well.  With the retailers tossing

I am a saver at heart and like to have all my buckets “funded”; I make a special effort throughout the year to slowly build up my gift account.  I have a separate bank account that I transfer money into every week, albeit, just a microscopic amount based on the amount of money I typically […]

Hello everyone, this is Cindy Legg and I am excited to be part of Meridian Financial Partners! I look forward to sharing some thoughts with all of you for Meridian’s blog this week. Have you ever planned a large party or better yet, your own wedding?  If you have, you probably started looking through hundreds or

This past week, the fact that I pay in advance for the kids to be able to order lunch at school was discussed in our car one morning.  Ben, my youngest son, said “You pay for those lunches?  I thought they were free.”  To which my sassy ten year old daughter replied, “Seriously?  Nobody gives […]

Our household relies a lot on family and friends when it comes to help with our children. From making sure they are where they need to be, to checking that they are in the right clothes for whatever themed “day” there is at school, there is a lot that goes into keeping things running smoothly. […]