The Latest

03 Mar Traci Meakem Richmond Named to Forbes’ List of Best-In-State Wealth Advisors

Posted at 03:27h in The Latest

Bethesda, MD – Traci Meakem Richmond, JD, CDFA™, RICP®, of The Meakem Group was among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online January, 16, 2020....

12 Feb 2 Ways To Ward Off Retirement Depression

Posted at 18:02h in Client Stories, Smart About Money, The Latest

Retirement is a major life goal. It can also be scary. Especially if much of your identity is connected to your job. Traci Richmond, CDFA™ explains a few smart moves you can make now, to set yourself up to really enjoy your retirement....

Your parents and long-term care insurance

30 Jul Why You Need to Ask your Parents or In-Laws about Long-term Care Insurance

Posted at 06:00h in Smart About Money, The Latest

Many of our clients have the sandwich responsibility. They're providing care for their own kids and their parents as well. When they ask me what I see as a concern for their folks or in-laws, I ask a question. Do they have long-term care insurance?...

02 Jul Meet Bob Ross

Posted at 19:45h in The Latest

Named for his resemblance to public TV’s legendary “Happy Painter,” this 9-week-old labradoodle belongs to Traci’s 12-year-old daughter Madelyn....

06 May New Honor for the Meakem Group’s Co-founder, Traci Richmond

Posted at 16:43h in The Latest

On April 18, 2019, Traci Richmond, CFP®, CDFA™ was named to the 2019 list of the Financial Times 400 Top Financial Advisors. Produced annually, the FT400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures and Financial Times research. The honor reflects each recipient’s “grade” in...

08 Feb Spelling Bee Challenge

Posted at 20:06h in The Latest

Thanks to Siri and autocorrect, it’s pretty easy to breeze past hard to spell words without giving them much thought. That’s why we’re so glad you took a moment to accept our challenge. Each year, The Meakem Group sponsors the Montgomery County Regional Spelling Bee...

11 Oct Estate Planning 101: Don’t Forget these Steps!

Posted at 07:45h in Smart About Money, The Latest

Congratulations! You’ve finished your estate planning. You have a will or trust, you’ve designated a financial power of attorney, and you’ve picked your health care power of attorney. At this point many people think they are finished. That’s a mistake. Watch this video to find...

13 Sep Estate Planning 101: Getting Started

Posted at 15:00h in Smart About Money, The Latest

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...

02 Aug Documents Guide: Keep It or Shred It?

Posted at 14:04h in Smart About Money, The Latest

If you’re like me, your mailbox is brimming every day with paper! Some of it is junk but some of it you need to hang onto. It can be hard to know what to keep and what to get rid of, but this video will...

19 Dec Holiday Grace Under Pressure

Posted at 18:34h in The Latest

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...