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
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,
Most people have plans to retire and even have a fairly good idea of how they’ll use that new-found free time, but few actually know how much money they’ll need to save in order to afford retirement. There’s an old
As with many providers of statements for all things, the Social Security Administration wants you to “go green.” Many of us have learned by now that’s code for ‘we want to save the trees, but we also want to save
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
All three of our kids have birthdays within one month of each other, so we are all busy figuring out which family member is getting what for which kid***. Not to mention the annual discussion with each child of who
This week, we are enjoying the last of summer in Sandbridge, Virginia: For the last several years, we meet my family at the beach the last week of August, before Labor Day. During this “shoulder” week, rental prices drop substantially
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
Of all the questions our clients face, this is certainly one of the most perplexing. Timing when to claim social security benefits has a significant and permanent impact on your retirement cash flow. In weighing your decision, consider your health
As the year turns over to 2017, it seems that the “internet” is happy to be saying goodbye to 2016. I am not completely sure the exact reason or reasons why, but the popular sentiment seems to be that 2016