Partner, Wealth Advisor
Helping you feel empowered, hopeful and confident about your financial future.
Whether you use a digital folder or a physical three-ring binder, we recommend keeping everything organized in one central location. Use this guide to gather the essential information your loved ones may need in the future.
Click here to download your guide
Take a moment to review these items, and if you need guidance, don’t hesitate to reach out to kmsinkin@meathwealthadvisors.
Partner, Wealth Advisor
Kerry is passionate about helping others cultivate meaningful, abundant, and impactful financial lives. Her approach in cultivating holistic abundance pulls from her experiences in both the corporate and wellness disciplines. In Kerry’s experience a person finds abundance when they have an effective financial game plan coupled with emotional clarity around money and their life.
As a financial advisor we work with individuals and families every day, helping them use their wealth to achieve personal goals while also making a meaningful impact in...
Not sure what happens to all your digital assets once you pass away? We explain the 4 steps it takes to create a digital Estate Plan. The importance of having a digital...
Whether you use a digital folder or a physical three-ring binder, we recommend keeping everything organized in one central location. Use this guide to gather the...
Amid the hustle and bustle of the holiday season, reviewing your finances might fall to the bottom of your to-do list. Yet, dedicating just a few minutes to it can be...
October is Cybersecurity Awareness Month. We want you to stay safe online. Much of what we’ll share may sound like common sense, and it is. But in the moment that we...
It’s not surprising that a survey last year by T. Rowe Price found that health care costs are the biggest financial worry among retirees. On the surface, the numbers...
In our meetings this year, we’ve discussed the potential for increased volatility in the latter half of the year. Monday’s market activity was a clear...
As an advisor, I witness firsthand that long-term care planning is a topic people often shy away from. Despite being uncomfortable, addressing future healthcare needs...
I was listening to the news the other day after picking up one of my kids from one of their many sports and heard about all the incidents related to cyber security this...
2022 was a difficult year for investors, and we recognize that detours on the road to your financial goals are not uncommon. Legendary investor Warren Buffett opined,...
We’ve all read or heard the stories. Someone passes away without a will, and potential heirs sharpen their knives in a free-for-all that can take years to play out in...
Social Security provides retirees with a basic income. It was never intended to fully cover the cost of living in retirement. But it acts as a supplement to your...
Have you ever baked a cake, even a gluten free one? Nothing fancy, nothing complicated. You obtain a recipe, follow the instructions, bake, and out pops a cake ready to...
