Meridian Financial

Meridian Financial

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Photos from Meridian Financial's post 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

Estate Planning for Young Families—5 Questions Parents Need to Answer 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.

Estate Planning for Young Families—5 Questions Parents Need to Answer 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.

Ways to Leave a Financial Legacy 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.

Ways to Leave a Financial Legacy 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.

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1201 Edwards Mill Road, Second Floor
Raleigh, NC
27607