01 Oct Bucket 1: Emergency Fund
If you lost your job tomorrow, what could you cut from your budget and what could you not live without?...
Author: themea13_wp
10 Jun Four Buckets – Investment Strategy
Where do you start when it comes to investing? ...
26 Apr Three Steps to Catch Up on Retirement Savings
Have you been procrastinating on building your retirement fund? ...
07 Apr What Does Retirement Look Like
When thinking about your retirement, it’s okay to dream big. In fact, it’s encouraged! But remember, big dreams require big plans....
30 Mar Insurance Alert – USPS Delays
Posted at 21:46h
in Uncategorized
No one likes being late on their insurance premium payments. The hassle of late fees or a potential lapse in coverage are a pain to deal with and correct. That’s why most of us try to stay on top of it by marking their calendar,...
12 Mar Forbes Best in State
Posted at 18:40h
in Uncategorized
Co-founder and financial advisor of The Meakem Group, Traci Richmond, was named to the 2021 edition of the Forbes list of Best-In-State Wealth Advisors for the 2nd consecutive year. This list recognizes top financial advisors across the U.S. This year’s Best-In-State Wealth Advisors list spotlights over...
08 Mar Make the Most of Your Long Term Care
Costs for a long-term care event can range from $8,000-12,000 per month, and pose the #1 threat to a well-planned retirement. Make sure you're getting the most from your coverage with these three tips from Traci....
26 Jan Different Types of Risk
When you’re talking about investment risk, most people picture market fluctuation. People with low risk tolerance might be more prone to pursue income-focused investments (as opposed to growth-focused investments) in order to avoid as much market fluctuation risk as possible....
07 Jan Retire to Your Happy Place
Posted at 22:47h
in The Latest
Founded in 1977, our practice has guided generations of clients through countless economic storms. In this article, Traci talks about her advising style and why it’s so important to balance financial goals with the pursuit of happiness....
20 Dec Why Diversification is a Smart Money Move
Playing games is fun, but not when it comes to your life savings. Timing the market is when you try to predict ups and downs to move in and out of investments. The problem is, it just doesn’t work....