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Smart About Money™

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Meakem Group Insights

Video

When Tech is Not Your Friend

Have you ever noticed how much easier it is to swipe a card or click “purchase” than it is to part with your hard-earned cash? Digital payment options come in handy until you’re trying to rein

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Video

Spot the Scam

You’re a savvy individual. You know better than to pass out your Social Security Number or wire funds to a stranger without good reason. Or do you?

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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

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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

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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.

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Blog

Insurance Alert – USPS Delays

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

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