Gary D. Meeks, RICP®
Welcome to our Website, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgement.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
The earlier you start pursuing financial goals, the better your outcome may be.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
Determine your potential long-term care needs and how long your current assets might last.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Taking your Social Security benefits at the right time may help maximize your benefit.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
There are a few things to consider when buying or leasing your next vehicle.
It’s never a bad time to speak with your financial professional about changes in your situation.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?