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Smart About Money™

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Meakem Group Insights

Video

Our Holiday Video

‘Tis the season to bring joy to all! Each year, we celebrate the season by each of our team members selecting a charity to support. Discover these great causes and consider joining us to bring awareness

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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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Video

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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Video

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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