Every election season, political emotions run high. Candidates tell us that this is the most important election in our lifetimes. Advertisements vilifying the opposing candidate seem to never end. Political chatter on social media picks up. Through it all, it can be hard to keep our emotions under control.Read more
Life’s better without stress.
Simplify your life knowing your financial pieces are in place.
We have seen first hand the impact that stress has on people’s lives and the improvement in their quality of life when given the tools to reduce that stress. Members of our team have taught in collaborative trainings to help doctors, therapists, and yogis help our communities address anxiety and stress. We believe strongly in reducing stress in finances, but also the rest of life.
When should I start?
Now! A lot of people, even extremely successful people, haven’t done much with their finances. We get it! It can also be easy to keep putting it off, because you don’t understand where to start.But wouldn’t you rather look back at your retirement planning or estate planning, and say I am so glad I started when I did, instead of I wish I had started earlier. All you can do is start where you are, but it’s all about starting.
How will we work together?
We start by having a conversation about where you are – what are you values, what are your goals, what are you looking for and what keeps you up at night, what causes you stress? Then we create a dynamic plan that covers all the financial essentials so that you feel confident, clear and have enough to live the life you want.
We go through a detailed process with you to understand and clarify your goals and values, review how your assets are currently aligned, and design the details of your financial present and future. You can visually see your plan, We’ll lay out your plan visually, view your wealth forecasts, and understand your retirement income strategy. But that’s just the starting point, not the endpoint.
We want you to build a plan you love, have the conversations you need, and use your wealth to do what matters to you. By only working with clients who are a great fit with our firm, we can provide excellent service and quick and effective communication.
When you need us we’ll be there for you. And we’ll check in with you, and help you stay on top of your important financial “checklist” items, so you don’t have to.
Can you handle the complexity of my situation?
We work with executives, business owners, lawyers, and doctors, and no matter the complexity, what we’ve found is that everyone feels some level of stress or worry around their money, and that clarity has helped provide ease around their finances.
Where we focus may be different based on your career or personal situation, but we review all aspects of your financial world. We aren’t going to use technical jargon, but instead break things down into a language you understand. We believe this understanding is essential in helping you feel okay and at ease.
Can I Make an Impact with My Money?
You should feel good about your money in whatever way that looks like for you. You can avoid companies who do things you don’t agree with, support the companies doing the work you believe in, and set up your own charitable strategies. We are passionate about helping you make the difference you want to with your wealth. Your Wealth Your Way.
I’m interested in learning more.
One of our favorite things to do is sit down and talk with people about how they can feel better about their money. Fill out the form to get in touch.
The guidance that will bring you financial ease is a moving target that changes with different seasons in your life.
Below you will find the variety of services we offer to make sure that your needs are continually addressed, so that you can continue to feel at ease and continue making the impact you want with your money.
Download One Of Our Free Guides.
3 Methods to Not
Run Out of Money
What’s the #1 fear in retirement? Running out of money. Get our step-by-step guide to help ensure your assets last a lifetime.
4 Mistakes People Make With Their First Million
Identify the next set of challenges you may face and avoid these common mistakes. Get our step-by-step guide to focus on turning your first million into two.
Meath Wealth’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need.
BlogNourish Series – Movement with Yoga
It can be easy to push personal nourishment aside, but now more than ever it’s essential that we make the time so we can keep ourselves healthy and more able to positively impact our communities. During session 3 of our Nourish series we are joined by Quiana Grace Frost have been teaching yoga for over 40 years. During our session she skillfully integrates asana and breathwork though our gentle movement together. This is a great session for those who are new to yoga, and for those with more experience to go deeper.Read More
Market CommentaryMarket Commentary: Retail Sales Spike, but Unemployment ...
Retail sales rebounded as U.S. consumers continued to put salaries and money left over from the CARES Act into the economy. Retail and food service sales surged 1.9%, more than doubling expectations of 0.8%. The gains raised overall retail sales 5.4% above year-ago levels as consumers make up for consumption lost during the early days of social distancing (Figure 1).Read More
Monthly NewsletterHow Financial Scams Work, and How to ...
In the late 1920s, an enterprising Bostonian started selling subdivisions in the sunny ‘burbs of Florida. Promising orange trees in the backyard and rolling waves out the front door, he sold plots – sometimes 23 an acre! – near bustling towns like Nettie. Unfortunately, the entrepreneur’s name was Charles Ponzi, and Nettie, like his other locales, was a work of lucrative fiction.Read More
News3 Roth Conversion Traps To Avoid After The ...
Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.Read More
Weekly Market Commentary
- Market Commentary: Stocks Rallied in Hopes of Potential Stimulus Package
U.S. stocks rallied on expectations that a stimulus package will be passed in the coming months and additional packages will be easier to pass. The Trump administration offered proposals closer to the most recent Democratic offer. Even if no deal is reached prior to the election, polls suggest the Democratic Party may control the presidency and both houses of Congress. One-party control makes it significantly easier to pass legislation.Read more