Who We Are
Coburn & Meredith, Inc. has been representing individuals and institutions in capital markets since 1934. For 80 years we have held fast to our commitment to independence and to placing the interests of our clients above all else.
With unbiased professional advice and one of the broadest offerings of financial products and services available anywhere, we can give our clients more than just ways to approach to their financial needs.
We give them solutions.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
The true cost of raising a child may be far more than you expect.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
A letter of instructions provides additional and more personal information regarding your estate.
Military families face unique challenges, making personal finance even more critical.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps estimate your federal estate tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much you have the potential to earn during your working years.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
When do you need a will? The answer is easy: right now.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Understanding the cycle of investing may help you avoid easy pitfalls.
Agent Jane Bond is on the case, covering how bond laddering works.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Are you ready for retirement? Here are five words you should consider.