Retirement is more than a date on the calendar, it is a financial transition that can affect nearly every part of your life. Cash flow, taxes, healthcare, investments, and estate planning all deserve careful review before you step away from full-time work. A thoughtful retirement strategy can help you move into the

Different types of investment income and account withdrawals are taxed in very different ways. Understanding the tax treatment of each helps you sequence withdrawals strategically, manage your AGI, and minimize your overall tax liability. This guide provides a clear breakdown of how each income type is taxed across

Tax season offers a valuable opportunity to audit your financial picture—not just to file correctly, but to identify planning opportunities for the year ahead. This checklist walks retirees through key areas to review on their 2025 return, covering everything from filing status and deductions to RMDs, Roth

Many employers offer retirement savings plans, such as 401(k)s, SIMPLE IRAs, 403(b)s, and Thrift Savings Plans. These employer-sponsored plans are easy to contribute to, allowing individuals to set a percentage or dollar amount to be automatically deducted from their paycheck each period.  If contributing pre-tax

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,

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  

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