Meridian Blog

Happy 2025 y’all! This is my first official blog of the year, and I am starting to prefer the 1-minute video format (the Meridian Market Minute)! There will be one that accompanies this post. Nonetheless, I will write about a topic that has been on some of our clients’ minds recently: December 2024 statements!

HOLD…HOLD… As the calendar turns to 2025, many people immediately start to think about filing taxes. While it’s generally a good thing to avoid procrastination (I tell myself…), your 2024 tax filing may be an exercise in patience for some… If you are one of those very organized people who do have all your

Happy New Year! Let the new year resolutions begin! It’s always nice having a fresh start at the beginning of the year with new goals to work towards and a feeling of excitement around what’s ahead. To help set you up for the strongest start to contributing to your savings and investing goals this year, […]

Happy Holidays from our Meridian family to yours!  We are taking a break from the blog next week, so have a happy and safe New Year’s celebration, and we look forward to seeing you in 2025! — Sarah Yakel  

In honor of all of the year-in-review lists that are coming our way as we near the end of the year, we wanted to go over some of the top financial headlines of 2024. While this is not an exhaustive list, it does highlight a lot of what was on investors’ minds. It might not […]

Somehow, New Year’s Eve is only three weeks away! As the year comes to a close, we want to make sure those year-end to-dos are ticked off before the clock strikes midnight on December 31st. Take Your Required Minimum Distribution (RMD) If you’re required to take your IRS Required Minimum Distributions (RMDs),