A recent trend has taken over TikTok called “Girl Math” that has been all over my “for you page”. It has amassed millions of views from people all over the world, including a few in the Meridian office, and even has it’s own theme song.   Girl math is essentially a type mental accounting in […]

Summer is officially just a few days away and many of us eagerly look forward to our much-anticipated travel plans. Whether you’re embarking on a relaxing beach vacation, exploring new cities, or immersing yourself in nature’s beauty, it’s essential to ensure that your summer travel experience is not only

Happy Tax Day!  While taxes may not be the most exciting topic, there are some interesting and fun tax facts that you may not know about: The first income tax in the US was introduced in 1861 to help pay for the Civil War. The tax was 3% of income over $800, and it was […]

This weekend, the Yakel family had an odd weekend free.  It has been forever since we have had a full weekend with no commitments, and so I built a long to-do list of all sorts of things that had been neglected in the past flurry of activity (dishes, laundry, organizing!).  But, when Saturday came, we […]

Much like my New Years Resolution to start saying “yes” to more activities (more on that later…) – everyone’s got to start somewhere. Why not use the energy of the new year to get started on your financial journey? While no two people are the same and everyone is going to have a different financial […]

Debt complicates not only our finances, but our emotions too. Much of the stress surrounding debt simply comes from not addressing it in the first place. It’s time to change that! Get Low Paying down debt can make you more financially secure and give you more flexibility when deciding what to do with your money.

If you are an avid reader of our blogs (if avid readers of our blogs even exist!), you may recognize this blog’s title from a previous post years ago. For those who aren’t aware, it refers to the song Changes by David Bowie. One of my favorite lyrics in that song is “turn and face […]

Not everyone has a budget and you certainly might have worked very well without one prior to now, but being aware and making a cash flow plan is a fantastic tool for helping you chart a path forward! Step one: Lay it all out there If you haven’t had any conversations about money in your […]

As much as I try to avoid the noise and focus on what matters to our clients and the investments we hold, I still find myself getting frustrated when I see the financial (and many other) news outlets reporting on the levels of the Dow Jones Industrial Average (aka The Dow or DJIA). Why is […]