Meridian Blog

Every year, we get questions about tax forms from clients. By far the most common one is, “When will I get them?” The answer is: “not yet!” And, in fact, the IRS won’t even start accepting tax returns until January 26th, and you do not get any extra refunds for trying to file early! At

It’s 2026 now, and the last time my husband paid a bill, he wrote a paper check, recorded the amount in a paper register, sealed it in the envelope with a stamp, and popped it in the mail. It would eventually get to where it was going, and he would only find out if the […]

As we reach the last day of 2025, we can all start to look to next year, which brings new retirement contribution limits. I am sure that was the first thing on your New Year’s resolution list!   2026 Retirement Contribution Limits Overview If you are someone who maxes out retirement plan contributions, you will

We hope you have a wonderful holiday with family and friends. For this week’s blog, we wanted to share a couple of fun videos with you with our financial advisors team and our operations team.  

Each holiday season, PNC does something entirely practical — by pricing out the ridiculous. The PNC Christmas Price Index tallies up what it would cost today to buy the gifts from “The Twelve Days of Christmas.” In 2025, that cost has climbed to $51,476.12 — up 4.5% from last year. Talk about true love! (You

Just a few years ago, Meridian’s year-end meeting was a lunch with four people. Now, founding partners Nathan Gilbert and Sarah Yakel are eternally grateful for all the clients who took a chance on them so many years ago, as they celebrate their December meeting with 9 employees at the table. The yin-yang of