Resources

Your home for financial planning and insights

Retirement and Financial Planning

Eldercare Choices in the COVID-19 Era

Exploring your extended care options may be wise at this time.

08.21.20
Retirement and Financial Planning

Retirement Plan Options for Small Businesses

The SECURE Act and CARES Act may complicate the decision.

08.11.20
Education Planning

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

08.11.20
Generation Now

Financial Strategies for Young Families

It’s never too late to start.

08.11.20
Education Planning

ABLE Accounts for Loved Ones with Disabilities

More families should know about these tax-advantaged savings vehicles.

06.05.20
Estate and Insurance

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

06.05.20
Women and Investing

How Women Can Prepare For Retirement

A practical financial checklist for the future.

06.05.20
Retirement and Financial Planning

Organizing Your Financial Closet

All of this time at home lately, has opened up some opportunities to get organized.

06.04.20
Generation Now

Saving Early & Letting Time Work for You

The earlier you start pursuing financial goals, the better your outcome may be.

06.03.20
Retirement and Financial Planning

Tax Considerations for Retirees

Are you aware of these potential tax breaks and tax-saving opportunities?

06.03.20
Estate and Insurance

Key Provisions of the CARES Act

Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs.

05.05.20
Company Updates

End of Wichita Stay-at-Home: Ideas for the last weekend

Whether you need a binge worthy TV series or local take-out ideas, the team at 6 Meridian have you covered…

04.29.20