Category

Financial Planning

Matrimony and Money Matters

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Happy wedding season! Each year, wedding season comes around and brings joy, celebration, and new beginnings. Whether you are walking down the aisle, or attending the union of friends or family, weddings are often more than just white dresses and parties, they are a time that encourages tough conversations about

Doing a Midyear Financial Check-in: 8 Steps to Keep Your Finances on Track

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Summer is the perfect time for barbecues and beach parties, but it’s also a good opportunity to take the pulse of your saving and spending plan with a midyear financial checkup. With the first half of the year in the rearview mirror, a quick look at your monthly budget can yield valuable insight into whether

Financial Planning for Fathers: Ensuring a Secure Future for Your Family

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Two of the greatest joys in my life have been witnessing my husband navigating fatherhood and enjoying the growing relationship my family and I have with both my father and my father-in-law. Parenthood is an incredible journey filled with joy, responsibility, and a desire to provide the best for your children, all

Understanding Family Wealth Management

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As our newest partner, Sarah Irving, pointed out in her blog a few weeks ago, it’s Maycember—a month with all the craziness of December but without the holiday cheer…or cookies.  And part of what makes May so busy are all of the graduations…which we are personally swept up in with our oldest daughter

Financial Tips for Summer Travel

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It’s just about summer here in Virginia – the temperature keeps ticking up, schools are letting out, and the desire to travel is in full force! Whether you’re thinking of a beachside escape, a mountain retreat, or exploring a new city, making your vacation both memorable and budget-friendly is possible.

Closing Out Financial Literacy Month

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Although every month is financial literacy month at Meridian Financial Partners, we are just about to close out April, which is National Financial Literacy Month. AND the fourth Thursday in April is “Teach Children to Save Day”. To celebrate, the Meridian children got together to test their financial

The Who, What, Where, When, How and Why of Emergency Funds

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Last week, Sarah Irving wrote a fantastic blog highlighting the importance of financial literacy, which included the following statistic: 60% of woman and 53% of men worry about their financial future. One of our most important recommendations when it comes to financial well-being is establishing an emergency fund.

Irrational Decisions (+ RIP Daniel Kahneman)

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Daniel Kahneman’s work perfectly outlines what we as advisors and planners are often dealing with when speaking to clients, giving advice, and making recommendations. One of his main conclusions was that individuals do not always make rational decisions when faced with uncertainty. Unfortunately, when it comes to

It’s Been One Week

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For Spring Break 2024, we decided to cruise the largest cruise ship in the world, The Icon of the Seas. We had a wonderful time exploring the new ship, seeing all of the shows, and eating ice cream all day (literally…I think Ethan counted 7 cones before lunch one day…gross!). While Icon is the largest […]
CRS & ADV I DISCLOSURES