Meridian Financial Partners

06/02/2026

What if your kid's summer job became their first real lesson in long-term investing?

A custodial Roth IRA lets children with earned income start building tax-free retirement savings, and many parents match contributions to make it a family project. Nathan Gilbert's latest post breaks it all down simply. Worth sharing with anyone who has a teenager working this summer.

Read the blog:

A custodial Roth IRA lets kids with earned income start investing tax-free for retirement. Learn how to open one, contribution rules, and why starting early makes all the difference.

05/29/2026

Is your portfolio still balanced the way you intended? Rising markets can quietly shift your allocation.

05/27/2026

Have you heard of admin nights?

The idea: gather some friends, grab snacks, and spend an evening knocking out the small tasks
that keep getting pushed off your to-do list.

In Kira's latest post, we apply that concept to your financial life, covering six tasks that are easy to
put off but worth getting done: beneficiary reviews, old retirement account consolidation, a small
401(k) contribution increase, a withholding check, an investment allocation review, and an
insurance evaluation.

Most take under an hour. And they matter more than they might seem.
Which one has been on your list the longest?
Read the post:

From beneficiary updates to a 1% 401(k) increase, these 6 financial tasks are easy to put off, but worth doing tonight. Your financial admin night checklist.

05/22/2026

Retirement planning today looks very different than it did for previous generations.

Traditional pensions have largely been replaced by 401(k) plans, which means individuals now carry more responsibility for building long-term retirement security.

In this Meridian Market Minute, Nathan Gilbert discusses why participating in your workplace retirement plan matters, what to consider when changing jobs, and why retirement plan eligibility gaps can have a meaningful impact over time.

One question to think about this weekend:
Are you participating in your work retirement plan?

05/21/2026

In honor of Memorial Day, our office will be closed on Monday, May 25. We will reopen on Tuesday, May 26, at 9:00 AM.

05/19/2026

From a family farm to a 401(k), the story of how Americans retire has been rewritten more than once. In our latest blog, Dan Fortunato explores 250 years of American retirement: colonial farms, the 1935 birth of Social Security, and the 1978 tax change that created the 401(k) most of us rely on today.

The takeaway: modern retirement is no longer a single path. It is a personalized strategy that has to account for inflation, healthcare, taxes, market swings, and the possibility of a 30-year retirement.

Read the post:

As the United States approaches its 250th birthday, the evolution of retirement tells a powerful story about how Americans have worked, saved, and planned for the future across generations. From family farms in colonial America to today’s 401(k)-driven retirement system, retirement has changed dra...

05/15/2026

Who's your trusted advisor? How do you find an advisor who fits you and your family's needs. In this week's Meridian Market Minute, Nathan shares Meridian's approach and what makes it different.

05/14/2026

Proud to sponsor and support the Little Fork Volunteer Fire and Rescue Company, a volunteer-based organization with a mission to provide trained, certified, volunteer personnel to respond to emergencies. Protecting the quality of life, social, economic and environmental infrastructure of the northern end of Culpeper County. This is the 13th year in a row of the Little Fork Fire and Rescue Company responding to 100% of incidents.

05/12/2026

Have you ever thought about what you actually want from a financial advisor, not just at the start, but 5 or 10 years in?

Our colleague Liz recently wrote about her own 10-year experience as a Meridian client. From early conversations about life insurance to navigating her mother's care to planning for her husband's retirement, her story covers a lot of the moments that matter most.

It is honest, personal, and probably closer to your own experience than most financial content you will read this week. Take a look.

Read more here:

I saw a quote the other day from Donald Miller that went something like this: “Your customer doesn’t care about your awards or how long you’ve been in business. They care about whether you understand their problem and can help solve it.” This got me thinking about my own customer experience ...

05/11/2026

Quick heads-up from our team: the Meridian Financial Partners office will be closed this Friday, May 15, while we're all together for an off-site team event. We'll be back Monday, May 18, at 9 AM and ready to go.

Need something before then? Reach us at [email protected] and we'll take care of you.

Hope you have a wonderful long weekend — we'll see you Monday!