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.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
5 Smart Investing Strategies
Getting what you want out of your money may require the right game plan.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
This article may help you maximize the benefits of your donation for your chosen charity.
These food myths will really put a drain on your wallet.
This investment account question is vital and answered as early as possible.
Here are 5 reason why you may consider working through retirement.
Use this calculator to compare the future value of investments with different tax consequences.
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.
Determine your potential long-term care needs and how long your current assets might last.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
A special needs trust helps care for a special needs child when you’re gone.
What is your plan for health care during retirement?
Do you have causes that you want to support with donations?
Pundits say a lot of things about the markets. Let's see if you can keep up.
When you retire, how will you treat your next chapter?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.