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.
Helpful Content
What You Need to Know about Tax-Loss Harvesting
While tax-loss harvesting won't eliminate your taxes, it may offset what you owe on your taxable investment accounts.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
View all articles 
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
View all calculators
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Retirement Accounts When You Change Your Job
This video discusses issues related to your retirement accounts when you move on from your job.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Rightsizing for Retirement
What does your home really cost?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The Other Sure Thing
Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?