We sincerely hope this finds each of you safe and well. What a year 2020 has been so far. The markets continue to be volatile and we cannot remember a time when there has been such a widespread disparity between what is happening in the economy and what is happening in the stock market. The Economy & Market We thought it would be helpful to share some hard data to illustrate this unprecedented market situation.Read more
Do You Want to Know More & Feel Better About Your Money?
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.
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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
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There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. View the InfographicRead More
Weekly Market Commentary
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Retail sales and food services jumped 17.7% in May, beating estimates of 8% growth. The strong rebound follows sharp declines the previous month created by social distancing. Even with the increase, sales are still 6.1% below where they were one year ago.Read more