Category

Money IQ

Tax Season is Over, Three Tips to Make Next Year’s Easier!

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I think it is fair to say that the longer days and nicer weather have mentally moved my family into summer mode whether I am ready for it or not. I’m still just trying to get through May (aka Maycember for all of my fellow parents out there). “Maycember – a term that describes the […]

Understanding T+1 (Transaction Date + 1 Business Day)

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You may have seen this message: T+1 on 5/28. Here’s the quick translation: Transaction date + 1 business day starts on May 28th. First, thank you to one of our readers for this great subject suggestion. As always, let us know if there are any blog topics you’d like to learn more about. On our […]

Did You Miss It?

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Woops, did you miss the deadline? If you are an organization in Virginia with 25 or more employees and have been in operations for 2 or more years, February 15th was the deadline to register for Virginia’s state sponsored plan, RetirePath or to certify an exemption if already offering a qualified employer-sponsored

Girl Math

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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 […]

Tips for a Smooth Summer Travel Experience

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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

The Cheese Tax

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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 […]

So Tired…

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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 […]

Gotta Start Somewhere

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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 […]

Should I Pay Off My Debt?

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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.