If there's a silver lining to above average inflation, it's that we may end up paying a bit less in taxes because of it. Below we list out 6 ways that inflation could cut your taxes in 2023. Higher Retirement Contribution Amounts Larger Tax … Read More about 6 Ways Inflation Will Cut Your Taxes in 2023
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Mark Meredith, CFP®

Mark has over a decade of experience in the advisory industry. In 2019, he decided to start Meredith Wealth Planning after spending 7+ years as a financial planner in a community bank. His belief is that the only way to truly serve people in their best interests is to operate under an independent fee-only structure, and to never receive commissions nor fees based on assets under management
Simple, Equitable, Flat Fees
$6,000 annual flat fee per client household
OVERVIEW OF SERVICESRecent Posts

A Year in Review: Optimism is The Only Realism
2022 is in the books. It was a year of many "firsts". Never before had we witnessed both the broad equity index and the bond market index clocking double-digit percentage losses in the same calendar year. As depressing as that sounds to hear I must … Read More about A Year in Review: Optimism is The Only Realism

A Review of 2022 Forecasts
Ever wanted to travel back in time? Google has a fun tool where you can select search results from a specific time period: At the end of each year, I find it interesting to go back 12 months prior and see what market forecasters were saying … Read More about A Review of 2022 Forecasts