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.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This short, informative article teaches the basics of the FIRE movement.
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
Medicare’s popular program, offering free gym membership and health education.
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Don’t overlook the need for renter’s insurance if you rent your home.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much you have the potential to earn during your working years.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
This video discusses issues related to your retirement accounts when you move on from your job.
When do you need a will? The answer is easy: Right Now.
What does your home really cost?
Here’s a quick guide to checking to see if you have unclaimed money.
Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?