Author: themea13_wp

Everyone who has anyone who depends on them financially or in any other way needs to make estate planning a priority. It’s just 3 documents but it’s hard actually to get the paperwork in order. What’s the hold up? Frankly, it’s hard for people to...

Building a “smart money” pattern for our kids starts when they are young. According to a Cambridge University study, most children’s money habits are formed by age 7. So, from the earliest time that they have money of their own, whether from a weekly allowance,...

Giving back to our community is an important part of our lives. As busy adults, we sometimes substitute writing a check for direct involvement in a cause that is important to us. When kids are young, though, simply handing over money – or worse, money...

Helping more than one generation in a family is rewarding in many ways.  Each member of the family brings his or her own experiences and history to the family dynamic, and understanding these interactions strengthens our relationships with our clients.  When the family enters a...

After years of involvement with nonprofits, Carolyn Meakem, the founder of The Meakem Group, realized her dream of helping to found Leadership Montgomery.  A nonprofit organization devoted to creating leaders in Montgomery County who will work for the betterment of the community, Leadership Montgomery came...