Meridian Points

Our Meridian Points newsletter comes straight from our President and Founder, Tom Coulter, who has worked extensively in retirement planning, taxation, estate and financial planning and investment management.

SMART SAVINGS: 529 PLANS

With Knox County’s Fall Break upon us, Knoxville parents with school-age children are wondering where the time has gone. Before you know it, your 1st grader will be applying for college. »

LET'S GIVE HSAS SOME TLC

Many of us have heard the term “HSA,” but in my experience, few people fully comprehend what’s behind the initialism. »

FATHERS FROM THE GREATEST GENERATION

I love reminiscing about my father and really all the dads who were part of our community growing up. »

NEVER CONFUSE INVESTMENT GENIUS

WITH A RISING STOCK  MARKET

There have not been many investing years better than 2017. »

A BIG WIN FOR KNOXVILLE

Everyone is in a bad mood after Georgia’s domination of the Vols last Saturday. I suggest you forget about that football game, because Knoxville scored a big win on Tuesday.... »

EQUIFAX SECURITY BREACH

Credit-reporting giant Equifax Inc. fell victim to a hacker-driven information breach back in May and continuing through July.  »

ECLIPSING EMOTIONS IN INVESTING

On August 21st we will all get to experience a mid-afternoon twilight zone due to the highly anticipated solar eclipse. »

MEET WARREN BUFFETT

I recently attended the Berkshire Hathaway shareholders’ meeting in Omaha, Nebraska.  »

THE VALUE OF A GOOD MOTHER

Like most of you, I love my mother. Everyone knows that your mother is your first teacher. Although not formally trained in finance, my mom was a master at what folks used to call Home Economics. »

THE MARKET AND THE MEDIA

Warren Buffett famously proclaimed, “Calling someone who trades actively in the market an investor is like calling someone who repeatedly engages in one-night stands a romantic.” »

SAVE TO SAVE SOCIAL SECURITY

Social Security is a major concern for millions of Americans. About 10,000 people reach retirement age daily, and 61% of seniors rely on Social Security for at least half of their income in retirement. »

CUPID WANTS TO TALK TO YOU ABOUT MONEY

It’s February, and Valentine’s Day is just around the corner. Just how much do we Americans spend to express our love? »

RESOLVE TO PRACTICE BETTER FINANCIAL HABITS

Business leadership author John C. Maxwell wrote, “Whenever people take action, they do so for their reasons, not yours or mine.” »

TRUMP AND YEAR-END TAX PLANNING

With Donald Trump as our president-elect and republicans set to control both the House and the Senate for the first time since 1928, major changes in tax law are expected. »

EVERY YOUNG PARENT NEEDS A WILL

It’s well documented that only about one-third of Americans have wills. As alarming as this is, what worries me more is that even fewer parents of young children have them.... »

LIKE BEING A VOL FAN, SUCCESS

IN INVESTING TAKES PATIENCE

Didn’t it feel good to finally take care of business and defeat those Florida Gators? »

CONTACT

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