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    Attorneys: Life After Law

    Attorneys: Life After Law

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    Intergenerational Planning: What will your impact be?

    Intergenerational Planning: What will your impact be?

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    Has Your 401(k) Made Partner?

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    Attorneys: Life After Law

    Want to Get Away? How to Travel Carefree in Retirement

    Want to Get Away? How to Travel Carefree in Retirement

    Caudle Meares Group Featured in Ideal-Living Magazine!

    Caudle Meares Group Featured in Ideal-Living Magazine!

    2018 Tax Planning

    2018 Tax Planning

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    State of the Markets

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    Caudle Meares Group Featured in Ideal-Living Magazine!

    Caudle Meares Group Featured in Ideal-Living Magazine!

    We would like to acknowledge the Group’s recent article, “Retire on Your Terms,” featured in the winter edition of IDEAL-LIVING magazine. The article discussed action steps to take prior to retirement, social security planning, investment income planning, and health care. You can read it here.
    2018 Tax Planning

    2018 Tax Planning

    2017 – what a year! New leadership in the White House brought policy changes, natural disasters devastated the nation, major market indexes continuously hit new highs, and we closed the year out with the signing of the Tax Cuts and Jobs Act into law – the largest tax reform legislation since 1986. How will the new tax law affect you? By now, you’re likely aware of the major tax provisions that will take effect this year. In this post, we aim to address how this monumental ove

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    McAdam LLC dba Caudle Meares Wealth Management is an SEC registered investment adviser that maintains a principal place of business in the State of Pennsylvania. The Firm may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about Mcadam LLC Dba Caudle Meares Wealth Management registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.