Insights

Featured Article New I.R.S. Contribution Limits Changes for 2020 Dec 19, 2019 · Retirement and Financial Planning

The SECURE Act

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest…

Buy-Sell Agreements for Business

Create a strategy for your business.For most, creating an estate strategy is important to make sure your loved ones are…

Why Don’t All Affluent People Become Wealthy?

Why do some people let their potential for lifetime wealth slip away?Some people are better off economically at 30 or…

Investment Perspectives- January 2020

The current valuation gap between large and small cap stocks offers a reason to give small caps another look in 2020.

Money Concerns for Those Remarrying

Some of us will marry again in retirement.How many of us will thoroughly understand the financial implications that may come…

The Importance of TOD & JTWROS Designations

TOD, JTWROS- what do these obscure acronyms signify?They are shorthand for transfer on death and joint tenancy with right of…

New I.R.S. Contribution Limits

The I.R.S. just increased the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2020.Here’s…

6 Meridian named a Best Place to Work 2019!

For the second year in a row, 6 Meridian wins the small business category.