Social distancing is giving us all a new normal. Rather than dwell on the downside, we prefer to focus on the possibilities....
A century ago, women in America gained a voice in our political system. A lot has changed since 1920....
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....
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....
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?...
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....
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...
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...
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...
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...