Who We Are
Coburn & Meredith, Inc. has been representing individuals and institutions in capital markets since 1934. For over 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.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
For homeowners who think their property taxes are too high, there are ways to appeal.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
A four-step framework for building a personal legacy.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you should be saving for college.
Estimate how much you have the potential to earn during your working years.
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.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Are you ready for retirement? Here are five words you should consider.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Learn how to harness the power of compound interest for your investments.
You’ve made investments your whole life. Work with us to help make the most of them.