Milestones
Yesterday, my son Ethan celebrated his 9th birthday. He was super excited for his cake and his gifts—most of all his new skateboard. To Ethan, 9 is a pretty important year—it is the last year in the single digits. He
School of Rock & Earnings Season
For most of us with kids, summer presents the challenge of keeping our children occupied (hopefully constructively!) until school starts again. Camps are certainly a popular option as they take up big chunks of the summer and allow kids to
ROI to ROL
The financial services industry loves acronyms—as an example, I am a CFP1 that works at an RIA2 which makes me an IAR3—yeesh! At Meridian we try to strip all of the jargon and opaque phrases from our conversations, as we
Last Minute Tax Ideas
Procrastinators rejoice! Even though April 18—due date of taxes this year—is next week, it is not too late for a few smart moves to save on taxes for 2016. Make an IRA contribution. Contributions to an Individual Retirement Account (IRA)
Time for a mint?
I’ve been having a lot of conversations recently about budgeting—not because our clients are awful at it, but because it is helpful to get a handle on how much things cost every month when we are working on planning. For
Snow Day
We hope everyone is enjoying the snow—our kids are all delighted to have their first real snow of the season. Those who are shoveling (me and my husband) are not enjoying it as much. As with every winter storm, it
When Should You Claim Social Security Benefits?
Of all the questions our clients face, this is certainly one of the most perplexing. Timing when to claim social security benefits has a significant and permanent impact on your retirement cash flow. In weighing your decision, consider your health
Resolutions from the Uber-Wealthy
Ten days into the new year, and many of us are still trying to make time to put our grand resolutions for 2017 in place. Either many of us have resolved to eat better, exercise more, start a budget, be
Santa’s Last Stop
Every year, after Santa delivers presents to the good little boys and girls around the world, he swings by Wall Street and gives one last gift to investors. Typically, the stock market strongly rallies between December 25th and January 1st
A Great Value
Shopping season is here—unless you are one of those super organized people who shop all year for Christmas and store up gifts in your hall closet, most of us spend December running around, looking for that special gift for those