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

Use this checklist annually during your employer’s open enrollment period (or year-end) to make sure your benefits align with your financial goals, healthcare needs, and protection strategies. Health Insurance Review your current health insurance plan (HDHP, PPO, HMO) and coverage needs. Compare premiums,

When your personal information is compromised, every minute matters. Whether the result of a large-scale cyberattack or an individual crime, quick action can help minimize damage and protect your identity. From contacting your advisor and reporting suspected fraud, to engaging with agencies like the Social Security

Scams are on the rise, and no one is immune. From romance and lottery scams to government impersonators, fraudulent tech support, real estate wire fraud, business email compromise, and high-pressure investment schemes, criminals are becoming more sophisticated in how they target individuals. These scams often exploit

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