Meridian Trust & Investment Company, LLC

09/06/2024

Happy National 401(k) Day!

10/13/2022

Welcome, Crystal! Meridian has gained new employee Crystal Arnold, who has nearly two decades of experience in the financial industry. We are so excited to have her on our 401(k) Planning team!

Read more about Crystal in her bio here: https://www.trustmeridian.com/401(k)-planning.html

05/04/2021

Our very own Will Coulter is in the spotlight! Thank you to Will for sharing your time and talent with Junior Achievement to educate the next generation of professionals.

01/07/2019

Is the recent market volatility making you nervous? Don't make emotional transactions in your investments. Keep your perspective with help from Meridian President Tom Coulter.

https://www.knoxnews.com/story/money/business/2018/12/12/tom-coulter-keep-perspective-during-stock-market-decline/2275213002/

11/08/2018

Everyone wins when you get more for your giving. Read this month's article for President Tom Coulter's insight on Donor-Advised Funds and bunching deductions.

Tom Coulter: Donor-advised funds for the season of giving

10/09/2018

Renée is one of several employees who volunteer for Junior Achievement, a non-profit "dedicated to teaching young people about business, economics, and free enterprise."

JA volunteers visit local classrooms and teach the basics of financial literacy and entrepreneurship. We are proud to have Meridian employees volunteering for such a worthwhile, educational cause in our community!

Have you thought about teaching a Junior Achievement program in your child's class? JA Volunteer, Renee Maggart was able to teach her son's class this year and said, "It was so fun for me not only to teach his friends, but also to see him in the classroom and get that special time with him over the sessions. He was proud to have me there and I enjoyed being able to participate in his class while also getting in some community involvement on behalf of my company"
THANK YOU Renee & Meridian Trust & Investment Company!

10/08/2018

529 Plans are a smart way to save for future education expenses. Check out Meridian President Tom Coulter's October article for suggestions on how to best approach saving for your child's higher education.

https://www.knoxnews.com/story/money/business/2018/10/04/tom-coulter-how-earth-you-afford-college/1501493002/

Tom Coulter: How on earth will you afford college?

09/18/2018

How much do you know about HSAs? Read this month's article for a healthy dose of retirement planning discussion.

Did you know that if a 30-year-old couple contributing the annual maximum invests at 7 percent their HSA instead of spending it, by age 70 they could have a balance of over $1,300,000 to spend on healthcare in retirement?

08/20/2018

In this month's article, President Tom Coulter discusses the top 3 risks for those in or near retirement. Are you balancing your savings habits and post-career spending?

Top 3 Retirement Risks Top 3 Retirement Risks I see the same risks over and over when people are close to or in retirement. Spending Risk. The amount you spend is under your control. Despite this, I often see a disconnect between retirees’ fears of running dry and their spending habits. Connect it...

06/18/2018

We at Meridian Trust hope everyone had a wonderful Father's Day weekend! In this month's newsletter from the President, Tom reflects on his own father in a heartfelt homage to the fathers from America's Greatest Generation.

Fathers from The Greatest Generation I love reminiscing about my father and really all the dads who were part of our community growing up. One reason is that my dad (and I hope yours too) was a treasure to me. Another is that the things they did would be so funny and seemingly out of place today. No...

12/21/2017

Wishing you and yours a joyous holiday season, Merry Christmas from Meridian Trust!