Resources

Financial planning explained.

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

Advisor and client reviewing a plan together at a meeting table
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®

Savings jar and coins representing retirement savings
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®

Advisor and client working through a tax scenario at a laptop
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 Elena Marsh, CFA

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

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