The Meakem Group

The Meakem Group Financial planning doesn't have to be a big deal. Our approach starts with a conversation.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm

The Meakem Group is not a registered broker/dealer and is independent of Raymond James Financial Services

06/25/2026

When Shifra interned with The Meakem Group in 2021, she gained hands-on exposure to real-world work in finance and wealth management, from client support to seeing how the industry operates behind the scenes.

But more importantly, the experience changed how she thought about her own future.

What she learned about investing early impacted her personal financial habits and ultimately inspired her to switch majors and pursue a business and finance degree.

We love seeing former interns grow into confident young professionals and finding paths they may not have discovered otherwise.

We asked other interns what they learned as well. You can see more from them here:
https://themeakemgroup.com/how-real-world-internships-can-shape-careers-and-financial-confidence/

We’d also love for you to check out our other video about how valuable internships can be for businesses. You can find that on our blog: https://themeakemgroup.com/?s=interns

It can be tough to watch your kids struggle to reach their goal, especially when it’s something as major as homeownershi...
06/23/2026

It can be tough to watch your kids struggle to reach their goal, especially when it’s something as major as homeownership. So, what’s the best way to help?

Saving enough for a competitive down payment can be a challenge, especially for first-time homebuyers who don’t have equity from a previous sale. If you want to lend a hand and can do so without jeopardizing your own goals, consider giving funds toward their down payment.

Learn more about gifting funds for a down payment here: https://themeakemgroup.com/helping-your-child-achieve-homeownership/

Dads teach us so much. How to check your tire pressure, how to use a pipe wrench, and how to diagnose that funny sound y...
06/19/2026

Dads teach us so much. How to check your tire pressure, how to use a pipe wrench, and how to diagnose that funny sound your car has been making.

Traci’s husband, Brian, recently showed Graham how to “cut in” when painting to get perfect, clean lines. It was a sweet reminder of the universal language of love; Traci has fond memories of her own father teaching her how to paint the garage doors in a rare one-on-one moment.

Cheers to all of those fatherly lessons, but especially to the time they take to make memories. Thanks, Dad!

Once you start thinking of all the expensive things that could go wrong in your house, it’s hard to stop. New roof? Hot ...
06/17/2026

Once you start thinking of all the expensive things that could go wrong in your house, it’s hard to stop. New roof? Hot water heater? Furnace? Don’t forget that suspicious gurgling noise coming from the garbage disposal…

Saving for these kinds of emergencies is easier when you know how much to save, which is where Bucket #2, your Personal Escrow Account, comes in.

Take inventory of your major appliances and systems, or have an inspector or home repair professional come help you.

Then, make a personalized spreadsheet that lists how much life they have left in them. If you know your hot water heater has four years left on it, get an estimate for the replacement and divide it by 48 months. Now, you have a realistic goal to start saving for.

Plus, you're earning interest on those savings instead of having to borrow the money and pay interest for a repair. Win-win!

Learn more about a personal escrow account here: https://themeakemgroup.com/bucket-2-personal-escrow-fund/

06/11/2026

When Emily interned with The Meakem Group during college, she didn’t just gain office experience. She got a front-row seat to real conversations about financial goals, planning ahead, and helping people navigate important life decisions.

That experience shaped how she thinks about her own future today, including starting retirement savings right out of college.

During graduation season, we’re proud to highlight former interns like Emily and where their careers have taken them since their time with our team.

See our full video to see what path Emily ultimately chose for her career
https://themeakemgroup.com/how-real-world-internships-can-shape-careers-and-financial-confidence/

And you’ll find more videos on our blog about how valuable internships are for businesses: https://themeakemgroup.com/?s=interns

What comes after paying off your house?First, celebrate. This is an exciting milestone! Second, keep that money working ...
06/09/2026

What comes after paying off your house?

First, celebrate. This is an exciting milestone! Second, keep that money working hard for your goals. Paying off your mortgage doesn’t mean you have a mortgage payment’s worth of cash to burn.

Swipe to see some common mistakes we see people make after the mortgage is gone 👉

06/04/2026

Emily interned with The Meakem Group in the summer of 2018 before her senior year of college. During her internship, she attended client meetings, helped with portfolio research, and gained exposure to real-world financial conversations that stayed with her long after the summer ended.

Today, she has earned her master’s degree from Florida State University and become a Certified Public Accountant.

During graduation season, we wanted to share where our former interns are now and celebrate the incredible paths they’ve built since their time at The Meakem Group.

Click the link to see the path other interns took:
https://themeakemgroup.com/how-real-world-internships-can-shape-careers-and-financial-confidence/
And find more content about how valuable internships are for businesses on our blog: https://themeakemgroup.com/?s=interns

And find more content about how valuable internships are for businesses, on our blog: https://themeakemgroup.com/?s=interns

“How can I help my college student start investing?”Summer jobs mean real paychecks—and a perfect chance to build great ...
06/03/2026

“How can I help my college student start investing?”

Summer jobs mean real paychecks—and a perfect chance to build great habits early. Start by reviewing their pay stub together so they understand gross pay, deductions, and take-home income. Remember: the first habit of building wealth is paying attention. Learn more with this video: https://themeakemgroup.com/smart-about-money-your-childs-first-paycheck/

A full budget (with investing built in) is a great goal—but it can feel like a big leap at this stage. Instead, begin with something simpler: See if their earnings make them eligible for a Roth IRA. (In 2026, those under 50 can generally contribute up to the lesser of earned income or $7,500—check with your tax preparer.)

If they qualify, consider what I call a “Parent Match.” They earn the income to be eligible, and you help fund the contribution. It’s a powerful way to jump-start their future. The benefits go far beyond the dollars invested. They’ll gain hands-on experience opening an account, setting up online access, and monitoring their investments. It opens the door to conversations about diversification, risk tolerance, and the long-term power of tax-free growth. Check in together when they’re home so they can see their progress. With that foundation, don’t be surprised if they’re ready to start contributing their own money before long.

What if you could gift your child or grandchild a college scholarship that:- Didn’t restrict them to any school (and cou...
05/29/2026

What if you could gift your child or grandchild a college scholarship that:

- Didn’t restrict them to any school (and could even be applied to studies abroad)
- Didn’t significantly impact their financial aid eligibility
- Could be partially rolled over into a Roth IRA if the recipient didn't use it all

Thanks to 529 plans, you can! Learn more about this incredible investment vehicle and how to maximize it at https://themeakemgroup.com/smart-strategies-for-using-a-529-plan/

Happy 529 Day!

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4800 Hampden Lane, Suite 810
Bethesda, MD
20814

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