Meridian Blog

Over Memorial Day weekend, the Yakel family took a quick trip up to Cedar Point as we have two teenage boys who are roller coaster fanatics. I walked Ben and Ethan to the park for early entry at 8:30AM…and then came back to collect them at park close after 10PM (I had given up trying […]

“Have a plan, but have an adventure” – Liz Witt-Lee Money Can’t Buy Happiness, But a Plan Can Unlock Joy Back in March, I wrote a blog looking at the topic of “does money buy happiness.” The conclusion was that while money alone does not buy happiness, it affords individuals the freedom and capacity to

Why a Financial Advisor Is Essential Throughout the Estate Planning Life Cycle Every year, at least one of the decorative wreaths on Meridian’s doors gets graced with a bird’s nest, then mini speckled eggs, and finally (and hopefully) the tiniest of baby birds. It’s such a gift to see the miracle of life

Hello. I’m Liz. I’m the Director of Strategy here at Meridan. I started here in February. Everyone asks how I came to work at Meridian. They also ask what exactly it is that I do here. Hold on. That part is coming. The truth is… it was kismet. Or Fate. Or Divine Appointment. Or plain […]

Here at Meridian, we often focus on our firm’s structure as a key reason why clients want to work with us: an independent, fee-only fiduciary. We feel that it is the best way to avoid any conflicts of interest and give unbiased guidance. However, one other unique aspect of Meridian is our team approach. No […]

With April being National Financial Literacy month, we’ve been writing about things you should know about as a financially literate adult…and how to protect yourself and your money from the innumerable bad actors in the world is super important. So, for today’s blog, we wanted to tap into the knowledge and