Category
Money IQ
Gen Ed 101: Financial Literacy for College Students
Last week, we dropped Melanie off at her new home for the next four years: James Madison University in Harrisonburg, Virginia. She has had a whirlwind of a week, meeting tons of new people, learning how to co-exist in a suite with 5 other girls (and share a bathroom with 11 girls!), and navigate a […]
Back to School Reading List
We asked around the office for their back to school reading recommendations. But when we asked people to choose their favorites, that turned out to be a hard task for our group of readers. As Sarah Yakel said, “I can’t say these are my favorite books of all time—I read too much to have favorites! […]
Tax Season is Over, Three Tips to Make Next Year’s Easier!
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)
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?
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
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
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
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…
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 […]