Meridian Financial Partners

09/01/2026

Meridian Financial Partners is growing, and we are excited to introduce Reilly Skorupski, our newest Support Advisor.
Reilly graduated from George Mason University with a degree in finance and found her way to our team at a career fair she almost did not attend. Now she works alongside our advisors, helping clients build financial plans that fit their goals and their lives.

Outside the office, Reilly is an avid weightlifter and shares her home with her cat, Obi, and her dog, Luna.
Welcome to the team, Reilly. https://meridianfinancialpartners.com/2026/08/31/hello-reilly/

08/28/2026

Leftover money in a 529 plan does not have to just sit there. Under the SECURE 2.0 Act, families can now roll some of those funds into a Roth IRA for the beneficiary, tax and penalty free. Do you have college savings left over that could use a new plan?

08/26/2026

Leftover money in a 529 plan? Don't flip out! You have more options than you might think.

Since 2024, families can roll unused 529 funds into a Roth IRA for the beneficiary, tax and penalty free, as long as a few rules are met. Nathan Gilbert breaks down the 15 year account age requirement, the $35,000 lifetime limit, and how the annual contribution cap works.

Have leftover 529 college savings? Learn the SECURE 2.0 rules for rolling unused funds into a Roth IRA tax and penalty free. Read the full guide.

08/21/2026

The market and the economy aren't the same thing. Nathan Gilbert breaks down what actually drives each, and the question worth asking this weekend.

08/19/2026

Do you keeping an eye on the stock market, or the economy? They get talked about like they're the same thing, but they aren't.

The market reflects what investors expect is coming. The economy reflects what's actually happening: how much people are spending, whether jobs are being added, and whether wages are keeping pace with prices.

Kira Topeka breaks down the four signals worth watching, including what retail earnings from Walmart, Target, and Home Depot can tell us about consumer spending, in our latest post.

Read it:

The stock market and the economy tell different stories. See what consumer spending, jobs, and inflation reveal about the economy's real health.

08/19/2026

Scammers count on urgency to cloud your judgment. Nathan shares a personal story about fraud, and why slowing down (and calling back) works.

08/11/2026

Would you know a spoofed call if you got one? Liz Witt-Lee's latest blog walks through five real-world scenarios, from a "bank" asking to verify your account to a frantic call from a grandchild who needs bail money fast. AI is making these scams more convincing than ever, but a few simple habits (like hanging up and calling back on a number you already trust) go a long way.

Take Liz's fraud awareness quiz and see how you'd score: https://meridianfinancialpartners.com/2026/08/10/what-is-spoofing-fraud-awareness-quiz/

How many would you have gotten right?

What is spoofing? Take our fraud awareness quiz to test how well you can spot scams, phishing calls, and AI-driven fraud. See how you score.

08/07/2026

Investing is one piece of a financial plan. Social Security timing, taxes, withdrawal strategy, insurance, and estate planning are the other five. Have you covered all your bases?

08/05/2026

Last week, our team stepped away from our desks for a different kind of meeting—a discussion inspired by Our Iceberg Is Melting by John Kotter.

While the story is about penguins, our conversation was about something much bigger: leadership, trust, communication, adaptability, and the small improvements that help strong teams become even stronger.

We are grateful to be able to take this time to reflect, share ideas, and learn together in order to continue building the kind of culture where people and great ideas can thrive.
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