How do you stay informed and on the same page with your significant other? This Excel worksheet is designed to help households move critical financial information out of one person’s head and into a shared, organized system. It is not intended to replace financial planning or detailed recordkeeping, but rather to

In our recent webinar, Sarah Irving of Meridian Financial Partners and Angela Windett of Steinlage Insurance Agency discussed practical insights to help individuals nearing or in retirement make informed decisions about Medicare. Here are five key takeaways from the session: 1. Understand the Different Parts of

Thanks to the team at Steinlage Insurance Agency for their participation in an important conversation about Medicare. Find the presentation here: Medicare 2025 Webinar Presentation  

A 529 plan is a state-sponsored, tax-advantaged education savings account that offers tax benefits and spending options. They’re one of the most popular education savings account types in the U.S. It’s named after Section 529 of the Internal Revenue Code, which created these plans in 1996. There are two types of

During November and December, we want to help you spot time-sensitive planning opportunities. Perhaps you… Are considering making year-end gifts to charitable organizations or family members and need to determine your optimal funding strategy; Are looking to reduce your income tax liability this year and are seeking

Helping you meet your goals fuels our work here at Meridian Financial Partners. But just like everything else, goals can change. Even changes that seem modest can affect your financial plan. Sometimes it can be helpful to work with a tool that allows you to frame your priorities as they relate to: Retirement and

The cash flow conversation is universal and critically important to the health and well-being of your financial plan. Perhaps your: Income streams have changed, which can affect your debt and taxes. Essential and discretionary spending has experienced some creep, which can affect your debt and even goal funding.

During the months of March and April, we want to help you identify planning opportunities (and spot potential issues) with your tax returns. If we work together now, we can help identify… If there was a change in your finances last year and you are paying excess estimated taxes; Additional ways to reduce your tax

There’s no time like the present to review your Required Minimum Distributions (RMDs). When we take the time to review your planning opportunities early, you’ll have more options than if you wait until the end of the year. Consider whether your RMD is more than you need for your living expenses. Review the other