16 Jul Cause & Effects
Hunger doesn’t take holidays off. And neither do the people who work tirelessly to make a difference in our community....
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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....
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....
11 Nov Smart Steps For Post-Election Investing
Posted at 16:55h
in The Latest
Elections dominate the news and stir up a lot of emotions. And that’s never been more true than the 2020 election....
27 Oct Our New Office
Posted at 00:52h
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Want to make office decorating fun? Get your clients involved! That's exactly what we did at the Meakem Group when we moved upstairs. ...