Meridian Trust & Investment Company, LLC

Happy National 401(k) Day!

Welcome, Crystal! Meridian has gained new employee Crystal Arnold, who has nearly two decades of experience in the financial industry. We are so excited to have her on our 401(k) Planning team!

Read more about Crystal in her bio here: https://www.trustmeridian.com/401(k)-planning.html

Our very own Will Coulter is in the spotlight! Thank you to Will for sharing your time and talent with Junior Achievement to educate the next generation of professionals.

Is the recent market volatility making you nervous? Don't make emotional transactions in your investments. Keep your perspective with help from Meridian President Tom Coulter.

https://www.knoxnews.com/story/money/business/2018/12/12/tom-coulter-keep-perspective-during-stock-market-decline/2275213002/

Tom Coulter: Keep perspective during stock market decline

Everyone wins when you get more for your giving. Read this month's article for President Tom Coulter's insight on Donor-Advised Funds and bunching deductions.

Tom Coulter: Donor-advised funds for the season of giving Tom Coulter: Donor-advised funds for the season of giving

Renée is one of several employees who volunteer for Junior Achievement, a non-profit "dedicated to teaching young people about business, economics, and free enterprise."

JA volunteers visit local classrooms and teach the basics of financial literacy and entrepreneurship. We are proud to have Meridian employees volunteering for such a worthwhile, educational cause in our community!

Have you thought about teaching a Junior Achievement program in your child's class? JA Volunteer, Renee Maggart was able to teach her son's class this year and said, "It was so fun for me not only to teach his friends, but also to see him in the classroom and get that special time with him over the sessions. He was proud to have me there and I enjoyed being able to participate in his class while also getting in some community involvement on behalf of my company"
THANK YOU Renee & Meridian Trust & Investment Company!

529 Plans are a smart way to save for future education expenses. Check out Meridian President Tom Coulter's October article for suggestions on how to best approach saving for your child's higher education.

https://www.knoxnews.com/story/money/business/2018/10/04/tom-coulter-how-earth-you-afford-college/1501493002/

Tom Coulter: How on earth will you afford college? Tom Coulter: How on earth will you afford college?

How much do you know about HSAs? Read this month's article for a healthy dose of retirement planning discussion.

Tom Coulter: Let’s give HSAs some TLC Did you know that if a 30-year-old couple contributing the annual maximum invests at 7 percent their HSA instead of spending it, by age 70 they could have a balance of over $1,300,000 to spend on healthcare in retirement?

In this month's article, President Tom Coulter discusses the top 3 risks for those in or near retirement. Are you balancing your savings habits and post-career spending?

Top 3 Retirement Risks | Meridian Trust Top 3 Retirement Risks Top 3 Retirement Risks I see the same risks over and over when people are close to or in retirement. Spending Risk. The amount you spend is under your control. Despite this, I often see a disconnect between retirees’ fears of running dry and their spending habits. Connect it...