Meridian Financial Partners
The Splits
In all the market drama of January, Google’s announcement of a stock split went unnoticed by many investors who were distracted by all the other crazy market moves. On February 1, Google parent company Alphabet said it would split its stock 20–1. That means that for every 1 share
Sarah YakelFeb 8, 2022
Tax Time?
As the calendar turns to 2022, many people immediately start to think about filing taxes. While it’s generally a good thing to avoid procrastination (which I try to tell myself all the time!), you must wait for a) the IRS to actually accept your return and b) your tax forms to ge
Nathan GilbertJan 18, 2022
Strategizing
Every winter, the Yakel household gets complicated with the start of basketball season. Melanie and Ethan play basketball and I coach the varsity girls at their school. Lots of long nights at the school gym! This year, the varsity girls team kicked off our season by winning the p
Sarah YakelJan 11, 2022
New Year, New Financial You?
It’s all fun and games while the eggnog is flowing and the tinsel is still hung, but the post-holiday spending hangover can mean bad news for your financial situation if you don’t make adjustments in the new year. If the holidays left you and your budget feeling a little bloated,
Sarah YakelJan 4, 2022
What Does “Fee-Only” Mean?
You’ve hired a professional to provide services for you. Hopefully, you have some idea of what these services will cost. Most contractors, it’s said, will finish their work in twice the time and at twice the cost that’s quoted. But, hey, if you factor that in at the start, you wo
Sarah YakelDec 7, 2021
Gratitude
With Thanksgiving upon us, we are struck by how much we have to be thankful for at Meridian. From the wonderful team that supports us, to our families’ gracious encouragement, we have many blessings to count. But without our wonderful clients, Meridian would not exist, and so we
Sarah YakelNov 22, 2021
5 Reasons You Need a Health Savings Account
Imagine for a second that you had a little financial fairy godmother sitting on your shoulder, promising to save you money on your healthcare expenses and help lower your taxes all while helping you invest for retirement. It would seem too good to be true, right? Well, here is th
Sarah YakelSep 7, 2021
Why Is Taking Financial Risk Important?
No matter where you are on your financial journey, controlling your finances is one of the most important things you can do for your future. While it’s challenging to break the cycle of living paycheck-to-paycheck or find money to invest when you’re supporting kids or helping agi
Sarah YakelAug 10, 2021
Asset Classes
What is an asset class? An asset class is a group of similar kinds of investments. It’s a generalization, not a detailed description, and can help you understand and manage your investments at a high level. The four main asset classes are: Stocks – when you buy a stock, you becom
Sarah YakelJul 13, 2021
Happy Belated Father’s Day (A Custodial ROTH IRA?)
My family and I were on vacation last week at Bethany Beach, and as usual, it was a great and relaxing time. It was especially nice to see my kids and their cousins playing together after last year’s hiatus. I didn’t totally escape work and did have my laptop in tow (I avoided it
Nathan GilbertJun 29, 2021
Emergency Fund 101
Life happens Unfortunately, things can (and will) happen that seem to derail your plans or force you to hit the “reset button” when you least expect. While we certainly wouldn’t wish some of life’s unpredictable events on anyone, we know that at times, some (or maybe all) of us w
Sarah YakelJun 15, 2021
Are Inflation Fears Inflated?
As I mentioned in my recent Meridian Market Minute video post, headlines around inflation have started to appear as the next thing we should all be worried about. My colleague Sarah Irving also wrote a great blog around the topic back in early April. Since that time, the rate of
Nathan GilbertMay 25, 2021