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 today’s connected world, staying safe online isn’t just about having antivirus software—it’s about understanding how cybercrime really works. In this practical, non-alarming session, Calvin DeBoer, CTO/COO of Horizon, breaks down the “business” of cybercrime and what you can do to avoid being part of

Thanks to Calvin DeBoer from Horizon Investments for their participation in an important conversation about cybersecurity. Find the presentation here: Staying Safe in a Connected World.

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

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

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