Resources

Financial planning explained.

Guides and analysis from Meridian Wealth — written for Seattle families and business owners navigating real financial decisions.

Financial advisor reviewing documents with client

Planning BasicsJune 3, 2026

What Is a Fiduciary Financial Advisor (And Why It Matters)

The word 'fiduciary' appears in every financial advisor search guide, but most people don't know what it legally means — or why the distinction matters when you're making six-figure planning decisions.

By David Meridian, CFP®

Retirement planning documents and calculator

RetirementMay 15, 2026

When Should You Claim Social Security? The Honest Answer

The Social Security claiming decision is one of the highest-value choices in retirement planning — and most people make it without calculating the full picture. Here's the framework we use.

By David Meridian, CFP®

Tax planning spreadsheet and financial documents

Tax PlanningApril 28, 2026

Roth Conversion Strategy: Who It Helps and Who It Doesn't

Roth conversions have become the default recommendation in personal finance media. The math isn't that simple. Here's how we evaluate whether a conversion makes sense for a specific client.

By Lisa Chen, CFA

Content provided for educational purposes only. Not investment, tax, or legal advice. Past performance does not guarantee future results.

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Investment advisory services offered through Meridian Wealth Partners, an SEC-registered investment advisor. Registration does not imply a certain level of skill or training. Past performance does not guarantee future results.