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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?

    Has Your 401(k) Made Partner?

    Has Your 401(k) Made Partner?

    Attorneys: Life After Law

    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!

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    2018 Tax Planning

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    State of the Markets

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    Has Your 401(k) Made Partner?

    Has Your 401(k) Made Partner?

    When you were an associate, your financial picture probably looked very different than it does today. You may have been paying down student loans, purchasing your first home, and were just getting your 401(k) started. Since becoming partner, things have changed – your tax picture became more complex, so you hired a CPA. Your net worth increased, so you consulted an estate attorney. Finally, your ability to save above and beyond your 401(k) increased, so you hired a financial
    Attorneys: Life After Law

    Attorneys: Life After Law

    A career in law can offer intellectual stimulation, personal satisfaction, and lucrative compensation. It can also be demanding, stressful, and all-encompassing. With pressure to perform and your head buried in your onerous workload, it is unlikely you have a spare minute to fathom what life after law may hold. From the time you were an associate, it is likely you were told to maximize your retirement savings and stay invested to benefit from compound returns, and the result
    Want to Get Away? How to Travel Carefree in Retirement

    Want to Get Away? How to Travel Carefree in Retirement

    So, you booked a trip to sip wines in Bordeaux, catch some rays in the Caribbean, or cruise down the Danube in style. You undoubtedly spent hours perfecting your itinerary and packing list, and now you're counting down the days until your big adventure. But before you zip up your suitcase and head out the door, there are several smart moves to make to avoid unwelcome financial surprises. Whether you're traveling for a week or you're a snowbird seeking a longer respite, taking

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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.