Resources

Your home for financial planning and insights

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 has you covered…

04.29.20
Retirement and Financial Planning

The SECURE Act

Long-established retirement account rules change.

01.03.20
Estate and Insurance

Buy-Sell Agreements for Business

Planning for your future and beyond.

01.02.20
Retirement and Financial Planning

Why Don’t All Affluent People Become Wealthy?

Perception, hesitation, & poor decisions are factors.

12.30.19
Retirement and Financial Planning

Money Concerns for Those Remarrying

What financial factors deserve attention?

12.19.19
Estate and Insurance

The Importance of TOD & JTWROS Designations

A convenient move that could ward off probate on your accounts.

12.19.19
Retirement and Financial Planning

New I.R.S. Contribution Limits

Changes for 2020

12.19.19
Retirement and Financial Planning

Measuring the Value of a Financial Advisor

One study asserts that these relationships can make a difference for investors.

11.19.19