Three Important Questions

Three Important Questions

This summer has been a challenging one, with quite a few family members, friends, and clients of ours all struggling with care challenges for aging parents, spouses, or friends.  We’ve watched the struggle of figuring out how to let someone

What does it mean to be vested?

What does it mean to be vested?

Vesting… you’ve heard the term, but do you know what it means? This term typically applies to employer-sponsored retirement plans (such as 401(k)s, 403(b)s, etc.). While all of the money you personally contribute to these accounts is yours to invest,

Independence Day

Happy 4th of July eve!  Tomorrow we celebrate our nation’s fight for independence with BBQs, pool parties, and fireworks—and oddly enough lots of hot dogs.  Apparently, Americans consume over 150 million hot dogs on July 4th.  Pretty impressive. Our forefathers

ROI to ROL

The financial services industry loves acronyms—as an example, I am a CFP1 that works at an RIA2 which makes me an IAR3—yeesh!   At Meridian we try to strip all of the jargon and opaque phrases from our conversations, as we