Latest Insights
Getting A Head Start On College Savings
Explore these strategies to prepare for higher education expenses.
07.23.24 Retirement and Financial Planning2024 Retirement Plan Limits And Contributions
The Internal Revenue Service has released the 2024 cost-of-living adjustments (COLA) applicable to pension plan contribution limits. In addition to…
07.23.24 Retirement and Financial PlanningUnifying Families Through Philanthropy
Giving isn’t just good for the world – it may be the secret to preserving multi-generational wealth.
07.16.24 Estate and InsuranceLiving Longer Means Rethinking Retirement and Careers
It’s important to structure your home, career, social interests, and portfolio to ensure financial stability and comfort throughout all life stages, whether you’re retired or still working.
07.16.24 NewsSarah Hampton Receives 2024 Women in Business Honor
Congratulations to Sarah Hampton for being recognized among the Women in Business honorees by the Wichita Business Journal.
07.10.24 Generation NowTeach Your Child How and Why to Save Money
Teaching kids about saving money early and adapting lessons as they grow is vital for financial success.
07.09.24 Generation Now2024 Guide to Establishing Credit
Establishing credit early is crucial for young adults’ future financial success, but choosing the right credit card can be challenging due to varying interest rates, eligibility requirements, and rewards, and this guide aims to help them navigate these decisions.
07.09.24 NewsMeet Our New Client Service Associate, Ashley Townley
We are thrilled to introduce Ashley Townley, our newest team member at 6 Meridian.
07.09.24 NewsSpotlight on Volunteerism: Jenni Heartfield’s Commitment to Mentorship
Jenni Heartfield, Investment Operations Associate at 6 Meridian, recently garnered attention on KWCH for her mentorship role alongside her Little Sister, Amali, through the Big Brothers Big Sisters program.
07.08.24 July 2024 ViewpointViewpoint- July 2024
In this month’s chart, we dig into the numbers of the past, seeking to understand how the market has fared over prior presidential cycles.
07.03.24 Estate and InsuranceCreating Equal vs. Equitable Inheritances
Engage a financial advisor for estate planning to help ensure your legacy goals.
07.02.24 Estate and InsuranceA Primer on Irrevocable Life Insurance Trusts
An Irrevocable Life Insurance Trust (ILIT) is an unalterable legal arrangement aimed at achieving specific objectives, such as minimizing estate taxes and ensuring financial security, by holding a life insurance policy outside the insured’s estate.
06.24.24