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.
My partner Sarah wrote a great blog last week that addressed the difficulties that parents face when trying to access medical information for their almost-grown children. In that same vein of graduate advice, I would like to touch on the
Congrats, Graduates!!! (….now please sign this….) This weekend, we went to one of several graduation parties we were invited to—several of the folks we talked to were graduation party hopping, trying to fit quick stops at multiple parties. It is
I have to admit, until my partner Sarah Yakel forwarded me an article on the topic, I had no idea that tomorrow (5/29!) is officially National 529 day. I suspect at this point, pretty much every date on the calendar
Thanks to the Holderness family—social media stars among parents for their funny parodies (Christmas Jammies, anyone?)—the craziness of May now has a name: Maycember…because it is just as busy (if not busier) than December but without all the holiday lights:
Last week, I had the unfortunate role of taking our youngest child (Molly) to get her immunization shots prior to starting kindergarten next year. If you are a parent, you know that this is one of the worst doctor’s appointments,
This weekend was the 94th running of the Virginia Gold Cup. Our Meridian family had a spot and enjoyed visiting with each other and friends. While Gold Cup is a little challenging when we bring our children (and it is
As you might expect, many of our clients participate in their workplace retirement plans. As part of our services, we assist in advising them on what investments to select within each plan. The goal is to make sure the investments
Now that taxes are done, many of us are opening our first quarter statements from our investment accounts, 401k accounts, or IRAs and seeing nice positive growth…which is certainly a relief from the end of 2018’s dizzying market drop. In
Recently, Vanguard put out a great whitepaper (fancy term for “compliance-approved informative article”) on the benefits of rebalancing your portfolio on a regular basis. There was a lot of good information in the article, but I was particularly interested in
I write this from a soccer field in Winchester watching Melanie’s soccer team compete for first place in her conference: Right now, life is fractioned between Meridian, moving, family, clients…all at the same time it feels. Clients and friends older