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.
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Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Knowing the rules may help you decide when to start benefits.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess how many days you'll work to pay your federal tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your capital gains tax.
There are some smart strategies that may help you pursue your investment objectives
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
What does your home really cost?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Around the country, attitudes about retirement are shifting.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Smart investors take the time to separate emotion from fact.