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.

Why 8(%) May Not Be Great

We love to hear our clients taking the initiative to learn more about their personal finances and to educate themselves and while we hope Meridian provides more than enough content to do so, we know there are many other sources and opinions out there. This may be a bit of a controversial topic as we […]

Declaration of Independence

This week, we celebrate an important historical event… Mr. Yakel’s birthday:   And also, the birthday of America! 😊 On July 4, 1776, the Second Continental Congress unanimously adopted the Declaration of Independence, announcing the colonies’ separation from Great Britain.  The Declaration of

Matrimony and Money Matters

Happy wedding season! Each year, wedding season comes around and brings joy, celebration, and new beginnings. Whether you are walking down the aisle, or attending the union of friends or family, weddings are often more than just white dresses and parties, they are a time that encourages tough conversations about

Doing a Midyear Financial Check-in: 8 Steps to Keep Your Finances on Track

Summer is the perfect time for barbecues and beach parties, but it’s also a good opportunity to take the pulse of your saving and spending plan with a midyear financial checkup. With the first half of the year in the rearview mirror, a quick look at your monthly budget can yield valuable insight into whether

Financial Planning for Fathers: Ensuring a Secure Future for Your Family

Two of the greatest joys in my life have been witnessing my husband navigating fatherhood and enjoying the growing relationship my family and I have with both my father and my father-in-law. Parenthood is an incredible journey filled with joy, responsibility, and a desire to provide the best for your children, all

Understanding Family Wealth Management

As our newest partner, Sarah Irving, pointed out in her blog a few weeks ago, it’s Maycember—a month with all the craziness of December but without the holiday cheer…or cookies.  And part of what makes May so busy are all of the graduations…which we are personally swept up in with our oldest daughter

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