Latest Insights
Retirement Traps to Avoid
No matter where you’re starting from, your path to retirement may include unexpected twists, turns, and slides. Preparing for what…
08.18.25 Women & WealthEmpowering Women in the Workplace
Communicating Your Value and Advocating for Yourself
Choosing Whether to Save or Invest
After building enough income to live comfortably, young adults may find themselves looking for the next step in solidifying their…
08.11.25 Next GenerationNavigating College Costs in the Wake of the Big Beautiful Bill
On July 4, 2025, President Trump signed the One Big Beautiful Bill Act into law, ushering in sweeping reforms across…
08.11.25 August 2025 ViewpointViewpoint- August 2025
School is just around the corner. So, we thought what could be better to help get the brain waves fired…
08.05.25 Financial Planning & InvestmentsYour Emergency Fund: How Much Is Enough?
Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family…
08.04.25 Estate PlanningCatch-Up Contributions
A recent survey found that 21% of workers are very confident about having enough money to live comfortably through their…
08.04.25 Estate PlanningPreparing for Retirement While in a Volatile Market
From the moment you begin your first job after college, you’re laying the foundation for your financial future, especially retirement….
07.28.25 Estate PlanningSECURE Act 2.0 Summary
In 2022, the SECURE 2.0 Act was passed into law. This legislation provides certain changes that may help many retirees…
07.28.25 NewsParaplanner team ventures out for networking and professional growth
Our 6 Meridian paraplanner team members recently attended the FPA of Kansas Annual Summer Social. This local chapter of the…
07.21.25 Financial Planning & InvestmentsThe “Big Beautiful Bill” Summarized
On July 4, 2025, Congress passed a sweeping budget reconciliation measure known as the “One Big Beautiful Bill Act” (OBBBA),…
07.21.25 Financial Planning & InvestmentsNavigating the Emotions of Divorce
Insights from Kimberly Cook
07.21.25