It’s Just Math
Schools are back in session, and for parents, the tradeoff of having kids at school all day is the added chore of helping kids do their homework at night. When the Yakel kids were in elementary school, it was sort
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.
5 Reasons You Need a Health Savings Account
Imagine for a second that you had a little financial fairy godmother sitting on your shoulder, promising to save you money on your healthcare expenses and help lower your taxes all while helping you invest for retirement. It would seem
Calling All Super Savers
Is there such a thing as overdoing it when it comes to contributing to your 401k / employer sponsored plan? If you are in the position to be questioning this, then congratulations, that is an excellent place to be financially!
Dealing with Uncertainty
TL;DR: more cute dog pics below 😊 Over our 20+ years in the industry, my partner Sarah Yakel and I have heard the refrain ‘I’ll get out of the market now and get back in when things look better’
Money and Happiness
The old adage of “Money Can’t Buy Happiness” has been tested in several high profile academic studies—the first major study was in 2010, when a paper was published that showed a correlation between higher household income and increased levels of
Why Is Taking Financial Risk Important?
No matter where you are on your financial journey, controlling your finances is one of the most important things you can do for your future. While it’s challenging to break the cycle of living paycheck-to-paycheck or find money to invest
IPO FOMO
Our dog Dude is a reeling ball of energy, not surprising given his breed as a Blue Heeler and their intuitive need to be constantly occupied with a job or a purpose. As of right now we don’t have any
Contribute to Your Company Plan or IRA?
Short answer: Likely your company plan. Feel free to stop reading now! 😊 If you are employed and covered by a 401k, 403b, 457b, TSP, or some other unnecessarily complicated number/letter combination (qualified plans), then you should maximize contributions to
Musings
What a difference a few months can make…with time, perspectives can change! From last quarter to this quarter, this happened: Bailey doubled in size. Here are a few other charts or images that caught our attention this past month and
Asset Classes
What is an asset class? An asset class is a group of similar kinds of investments. It’s a generalization, not a detailed description, and can help you understand and manage your investments at a high level. The four main asset