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Smart About Money™

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Meakem Group Insights

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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3 Tips for Charitable Giving

You’ve been generous this year. You gave money to your favorite charities when they needed it most. Unfortunately, not all contributions are tax deductible. According to new tax laws, charitable contributions have to make up a

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Retire TO Your Happy Place

Retirement is the next exciting chapter in the story of your life. It’s an experience that can be thrilling, educational, cozy, social, creative, whatever you want. Yet, when it comes to planning for retirement, it’s sometimes

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Avoiding Burnout

It’s an idea you’ve had hammered into your head since you were a wee toddler; hard work pays off. Getting what you want out of life requires blood, sweat, tears and sacrifice. It’s universally acknowledged that

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Charity

This holiday season, let’s consider measuring happiness by what we give, instead of what we receive.

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two people having a conversation about financial plans at Meakem group
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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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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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