Latest Insights
Jenni Heartfield receives Exceptional Volunteer award
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.
10.01.24 Estate PlanningNew to Medicare? Here’s What You Need to Know
Ask yourself these six crucial questions when enrolling in Medicare for the first time
09.24.24 Estate PlanningMedicare: It’s Not That Complicated
Choosing a Medicare Plan that Matches Your Lifestyle and Needs Understanding Medicare and choosing the right plan can be challenging…
09.24.24 Estate PlanningRetirement Planning Worksheet
As working adults, many of us look forward to the freedom that retirement will bring. This freedom will give us…
09.24.24 Estate PlanningUnderstanding Qualified Charitable Distributions (QCDs)
What are QCDs? If you have investments in pretax retirement accounts (i.e., IRAs, 401(k)s, etc.), the IRS requires you to…
09.18.24 Next GenerationNew 2024 Features of 529 College Savings Plans
The change could encourage greater savings for college and retirement.
09.10.24 Finance and InvestmentA Guide to Planning for a Natural Disaster
Having a plan for when a disaster strikes your home can greatly impact your family’s safety. However, creating a plan…
09.10.24 Estate PlanningSECURE 2.0 Act Summary
In 2022, the SECURE 2.0 Act was passed into law. This legislation provides certain changes that may help many retirees…
09.10.24 Estate PlanningChoosing An Executor And/Or Trustee
The importance of choosing an executor or trustee for one’s estate plan or living trust and helpful criteria for selecting a suitable person or entity.
09.10.24 September 2024 ViewpointViewpoint- September 2024
The Jackson Hole Economic Symposium has become one of the most highly anticipated economic events, especially over the past 3 years. What we learned this year.
09.09.24 ResourcesTracking Retirement Readiness on National 401(k) Day
Tracking Retirement Readiness on National 401(k) Day
09.06.24 Estate PlanningUnderstanding Required Minimum Distributions (RMDs) and How to Plan for Them
An overview of RMDs and examples of strategies.
08.29.24