Meridian Financial

10/01/2025

The new law includes provisions that may affect your benefits options. See what’s changing—and reach out if you have any questions. https://www.northwesternmutual.com/life-and-money/what-the-new-tax-law-means-for-employee-benefits/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_your-financial-plan_field&utm_term=employee-benefits&agentid=0B3444

09/24/2025

A good financial plan can account for all expenses—including childcare. https://www.northwesternmutual.com/life-and-money/how-much-does-daycare-cost/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_your-family_field&utm_term=daycare-cost&agentid=0B3444

09/17/2025

I can help you understand the rules of who will get the payout from your life insurance policy. https://www.northwesternmutual.com/life-and-money/life-insurance-beneficiary/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_life-insurance_field&utm_term=life-insurance-beneficiary&agentid=0B3444

09/10/2025

Many temporary provisions of the Tax Cuts and Jobs Act (TCJA) were made permanent and/or expanded under the new tax law. I can help guide you through key changes and update your financial plan. https://www.northwesternmutual.com/life-and-money/7-ways-your-tax-bill-could-change-under-the-new-law/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_your-taxes_field&utm_term=your-tax-bill&agentid=0B3444

09/03/2025

Let’s work together to assess and ensure your money is being put to the best use. https://www.northwesternmutual.com/life-and-money/how-to-start-saving-for-retirement/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_your-retirement_field&utm_term=saving-for-retirement&agentid=0B3444

08/28/2025

The 2025 tax act includes a provision that creates a new type of retirement account aimed at children. Here’s what you need to know: https://www.northwesternmutual.com/life-and-money/what-parents-need-to-know-about-trump-accounts/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_starting-to-invest_field&utm_term=trump-accounts&agentid=0B3444

08/20/2025

It can be tough to talk with your parents about what’ll happen with their money once they’re gone. Here are some ways to start.

Talking about estate planning with aging parents can be tricky, but having conversations about their wishes can ensure a smooth transition of family finances.

08/13/2025

Let’s talk if you have questions about making the most of your back-to-school budget. https://www.northwesternmutual.com/life-and-money/6-tips-to-help-you-save-on-back-to-school-shopping/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_your-family_field&utm_term=school-shopping&agentid=0B3444

08/06/2025

Americans will transfer as much as $124 trillion in assets to heirs through 2048. If you don’t have a plan to transfer your wealth, I can help you get started.

By transferring your wealth in the most tax-efficient manner, you’ll pass along more of the wealth you’ve worked so hard to build and preserve for future generations.

07/23/2025

All young families should consider having a will and other parts of an estate plan in place. Northwestern Mutual's blog breaks down five crucial questions to help you get started.

You may have insurance and a college savings plan, but what would happen to your kids if you were to unexpectedly pass? Start by answering these five questions.

07/16/2025

Northwestern Mutual’s latest survey shows nearly one-third of Americans expect to leave an inheritance. But there’s more than one way to leave a legacy. Reach out and let’s start creating yours.

You can’t take it with you. But you can create a plan to pass along what you’ve earned—and learned—to your loved ones after you’re gone.