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.

Like a ROTH to a Flame

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I apologize for the lame title to this post, but it seemed a little more attention grabbing than ‘help your kid open a ROTH IRA.’ If you have a child who is earning income, he is eligible to open a ROTH IRA (in Virginia, the minimum working age is 14), and you should probably help […]

New and Exciting!

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Even though we had an extra day in February, 2024 is already flying by! Meridian is thrilled to have our doors open at our new second office in Washington, Virginia.  We are located on the lower level of the Miller Building at 211 Main Street, joining several other local businesses in the renovated space. The office

The “Cash Trap”

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With the Federal Reserve’s campaign to tame inflation pushing short term interest rates higher, cash yields have become more and more enticing.  Frankly, we’ve never bought more CDs and Treasury bonds for our clients than over the past year.  It’s been a welcome sight to see Treasury and cash yields in the 5%

Did You Miss It?

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Woops, did you miss the deadline? If you are an organization in Virginia with 25 or more employees and have been in operations for 2 or more years, February 15th was the deadline to register for Virginia’s state sponsored plan, RetirePath or to certify an exemption if already offering a qualified employer-sponsored

Learning New Things @ Exchange

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Yes, finding an excuse to go to a conference in Miami in February is generally a good idea. As is the case with most events like these, we are still spending the lion’s share of our time inside conference rooms, but it’s still a great location for this time of year. The annual Exchange conference […]

Well…that happened fast…

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This past Friday, we celebrated Melanie’s last day playing basketball on our home court.  Seniors were celebrated as their high school basketball career came to a close…   I’ve coached Melanie’s basketball team since she was in 7th grade, and it’s been a real treat to have a front row seat, watching

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