Meridian Blog

Last week, Sarah Irving wrote a fantastic blog highlighting the importance of financial literacy, which included the following statistic: 60% of woman and 53% of men worry about their financial future. One of our most important recommendations when it comes to financial well-being is establishing an emergency fund.

I’m a big fan of holidays.  I inherited this trait from my parents, particularly my mom who always went above and beyond to make even the smallest of celebrations feel special.  With a bulk of the “big” holidays behind us, I was excited to hear that this April celebrates the 21st anniversary of Financial

Daniel Kahneman’s work perfectly outlines what we as advisors and planners are often dealing with when speaking to clients, giving advice, and making recommendations. One of his main conclusions was that individuals do not always make rational decisions when faced with uncertainty. Unfortunately, when it comes to

For Spring Break 2024, we decided to cruise the largest cruise ship in the world, The Icon of the Seas. We had a wonderful time exploring the new ship, seeing all of the shows, and eating ice cream all day (literally…I think Ethan counted 7 cones before lunch one day…gross!). While Icon is the largest […]

Back in very early January, I wrote a blog about financial resolutions for the New Year, which notes that most people give up on those resolutions after about 3 months. With the days getting longer, the weather warming, and flowers starting to pop up, why not use the change in seasons as a motivator to […]

In the spirit of the recent St. Patrick’s Day holiday, luck has been on my mind as to how it affects our financial journey both through financial planning and investment management.   Luck is defined as success or failure brought by chance rather than through one’s actions with a reasonable expectation