Follow us on social! ⬆

Smart About Money™

Blog & Videos

Meakem Group Insights

Video

Why You Should Do a Goal Plan

Sometimes life has different plans for us than we intended. That’s where a goal plan comes into play. Should you wait to buy a new car when your current car is having problems because you’ll spend

Read More »
Video

Our Goal Planning Process

How do you know if you’re on track to reach your financial goals if you don’t have a clear view of them? It can be hard to zoom out enough to create your goal plan, but

Read More »
two people having a conversation about financial plans at Meakem group
Video

Bucket 3: Retirement Fund

Contributing to your company’s 401(k)? Great! But that’s just the beginning. We’ve got three tips on how to take control of what that money is invested in.

Read More »