Insights, Advice & a Whole Lot More

Welcome to the official blog of Meridian Financial Partners. We’d love to hear your comments as well as your questions. Oh, and our attorneys want you to read these disclosures.

Fiduciary vs. Financial Advisor: the Difference and Why It Matters

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Before I ever had any inclination to work in the financial industry, I remember an older co-worker of mine, telling a group of us younger fellows that he was about to give us a piece of advice. The advice was that if we ever were to have somebody manage our money, we needed to make […]

Smart Saving for Kids: How to Use 529 Plans, Custodial Roth IRAs, and Custodial Accounts

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As Sarah mentioned in her blog last week, April is Financial Literacy Month! This annual observance aims to raise public awareness about the importance of financial literacy and encourage smart money management habits. As with so many habits, starting good money management and savings habits young is a great way to

Staying Steady Through Uncertainty – A Resource We Found Helpful

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Hartford Funds recently put out a great article called The Price of Panic which we found a helpful read. They partner with MIT AgeLab who researches a lot around the psychology of investing and investor behavior. We found it helpful and hope you do too. Download the article. The team here at Meridian is available to

The Benefits of Financial Literacy and Working with a Financial Advisor

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The month of April feels like a breath of fresh air to our family (figuratively and literally). Spring brings longer days, warmer temperatures, beautiful scenery, and the chance to celebrate new life at my dad’s farm. The month of April is also very special as it is Financial Literacy month! In today’s

IRA Eligibility and Deadlines

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As the tax filing deadline of April 15th gets ever closer, many savers are looking for last minute tax deductions to reduce their tax bill for the 2024 tax year. And, there may be some things you can still do prior to the filing deadline that might help. Tax Deductible IRA or SEP IRA Contributions […]

Does International Investing Make Sense?

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While 2025 has been full of surprises, the double-digit outperformance of international stocks over United States stocks was on very few economists’ bingo cards for this year! Following another strong year of outperformance in the US economic growth and market returns, non-U.S. equity markets have overtaken US

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