Entirely missing all of the Snowzilla fun; I just returned late last week from the Inside ETFs conference in Hollywood, Florida. This conference is one of my favorite events all year—and not only because going to Florida in January should be a requirement for all of us in the DC area… The main reason that

Over the past few weeks, I have been reminded of the importance of both patience and planning in three key parts of my life. The first was traveling with my 6-year-old son. Normally, I would look forward to the opportunity for just he and I to travel without the rest of the family, but—as is […]

This past weekend, we took our family to Busch Garden’s Christmas Town for the first time. As you probably expect, I usually plan our excursions with military precision, being a planner by trade and all. But this time, I decided to wing it. The park opened at 2pm, but we chose to arrive at 5pm—right […]

If your children are anything like mine, they already have way too much “stuff” and are likely to get much more in the coming month. My wife has already started hiding boxes in our unfinished basement, and it certainly appears as though Santa will get a lot of credit yet again! While I certainly don’t […]

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! […]