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 stay on top of it by marking their calendar,...
Co-founder and financial advisor of The Meakem Group, Traci Richmond, was named to the 2021 edition of the Forbes list of Best-In-State Wealth Advisors for the 2nd consecutive year. This list recognizes top financial advisors across the U.S. This year’s Best-In-State Wealth Advisors list spotlights over...
Costs for a long-term care event can range from $8,000-12,000 per month, and pose the #1 threat to a well-planned retirement. Make sure you're getting the most from your coverage with these three tips from Traci....
When you’re talking about investment risk, most people picture market fluctuation. People with low risk tolerance might be more prone to pursue income-focused investments (as opposed to growth-focused investments) in order to avoid as much market fluctuation risk as possible....
Founded in 1977, our practice has guided generations of clients through countless economic storms. In this article, Traci talks about her advising style and why it’s so important to balance financial goals with the pursuit of happiness....
Playing games is fun, but not when it comes to your life savings. Timing the market is when you try to predict ups and downs to move in and out of investments. The problem is, it just doesn’t work....
Elections dominate the news and stir up a lot of emotions. And that’s never been more true than the 2020 election....
Want to make office decorating fun? Get your clients involved! That's exactly what we did at the Meakem Group when we moved upstairs. ...
Investing in the stock market can seem like a roller coaster ride. There are lots of highs and lows. And that can be emotional when your money is at stake....
When you’re looking at CCRCs (continuing care retirement communities) there are so many questions to ask. The financial piece of the puzzle might feel daunting, but it doesn’t have to be. As you narrow down the list of communities, you’ll want to start asking questions...