Happy Summer Solstice! I just returned from a wonderful week at Lake Michigan with my family. I love them dearly and a great way to look after them is to make sure I have beneficiaries named on my accounts. Beneficiary designations
No matter who you are, it is important to have certain measures in place to protect yourself (and your family) financially. Why? Because life has a way of throwing curve balls at us when we least expect them and certainly
Nathan always references cool songs in his blogs—the only one that came to mind for this blog was Olivia Newton-John’s “Physical”. Not exactly a cool song, but I digress… Recently, I followed our usual Meridian advice to clients and started
2016 was a tough year for celebrity deaths—between Carrie Fisher, David Bowie, Florence Henderson, and Muhammed Ali, it seemed we lost an icon monthly. One death that shook the music world was Prince in April 2016, and settling his estate
As Ben Franklin famously said, “In this world nothing can be said to be certain, except death and taxes.” And, with Congress continually tinkering with the tax code,
Our family just returned from a long road trip through North Carolina—we explored from Asheville to Wilmington with many stops in between. I echo Nathan’s post last week—spring break with kids is not much of a “break!” But, we had
Forgive the Red Hot Chili Peppers song reference, but it was the first thing that came to my mind when I thought about gifting money to others. I have had many clients ask me about giving money to relatives recently