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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Determine your potential long-term care needs and how long your current assets might last.
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
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?