Grow with Meridian

Grow with Meridian We are here to help bridge the gap between life planning and financial planning. Specializing in grow

You may be eligible for a 401(k) tax deduction if you have a retirement account. Read about contribution limits, employe...
02/07/2024

You may be eligible for a 401(k) tax deduction if you have a retirement account. Read about contribution limits, employer contributions, and tax-deferred options.

Putting together a budget is a crucial step in taking control of your financial wellness. In this video, we walk you thr...
02/05/2024

Putting together a budget is a crucial step in taking control of your financial wellness. In this video, we walk you through our basic steps towards creating a useful budget.

A SIMPLE IRA is a retirement plan that allows the self-employed and small business owners to contribute funds toward the...
02/02/2024

A SIMPLE IRA is a retirement plan that allows the self-employed and small business owners to contribute funds toward their employees savings and that of their own.

Borrowing from your 401(k) could have a detrimental impact on your future financial health. If you’ve already tapped you...
01/31/2024

Borrowing from your 401(k) could have a detrimental impact on your future financial health. If you’ve already tapped your 401(k) for a loan, here’s how to recover.

Reverse stock splits allow a company to immediately raise its share price, but there's a catch.
01/29/2024

Reverse stock splits allow a company to immediately raise its share price, but there's a catch.

🗓 Do you spend more time planning your annual vacation than you do thinking about your personal finances? Check out our ...
01/26/2024

🗓 Do you spend more time planning your annual vacation than you do thinking about your personal finances? Check out our month-by-month guide to help get your finances in top shape this year.

Our month-by-month guide to help get your finances in top shape this year.

You may have seen the latest new years trend on social media: what is in for 2024 and what is out.Bonds and automating I...
01/24/2024

You may have seen the latest new years trend on social media: what is in for 2024 and what is out.

Bonds and automating IRA contributions are in. Holding too much cash and checking your portfolio every day are out.

Bonds and automating IRA contributions are in. Holding too much cash and checking your portfolio every day are out.

Over the last three decades, the growth of tech companies has driven a shift in the ranking of the most valuable compani...
01/22/2024

Over the last three decades, the growth of tech companies has driven a shift in the ranking of the most valuable companies in the United States. Check out this interesting chart from Visual Capitalist detailing America's most valuable company since 1995.

In this visualization, we present the history of America's most valuable public company from 1995 to 2023.

With 401(k) student loan matching, strapped student loan borrowers can pay down debt and boost their retirement accounts...
01/19/2024

With 401(k) student loan matching, strapped student loan borrowers can pay down debt and boost their retirement accounts.

A traditional IRA is a great option for if you are looking to save for retirement in a tax-deferred account. However, th...
01/17/2024

A traditional IRA is a great option for if you are looking to save for retirement in a tax-deferred account. However, there are many factors to consider when determining whether you are eligible to make contributions, and whether such contributions will be deductible or not.

If there's one thing you can depend on when it comes to taxes, it's that at least some of the rules, exemptions and dedu...
01/15/2024

If there's one thing you can depend on when it comes to taxes, it's that at least some of the rules, exemptions and deductions are sure to change every year. This year was no exception, as many things have changed for 2023 taxes being filed by April 2024. So before you start pulling together the return you'll be filing in 2024, make sure you're up-to-date on current tax laws.

If there's one thing you can depend on when it comes to taxes, it's that at least some of the rules, exemptions and deductions are sure to change every year. This year was no exception, as many things have changed for 2023 taxes being filed by April 2024. So before you start pulling together the [.....

Resolving to get in better financial shape this year is a great idea. Here are seven smart moves to help you actually do...
01/12/2024

Resolving to get in better financial shape this year is a great idea. Here are seven smart moves to help you actually do it.

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