Latest Insights
Viewpoint- March 2025
Sunny side up, hard boiled, scrambled? If any of those are part of your daily routine, you’ve surely noticed that…
03.05.25 Next GenerationHow to Teach Your Children About Taxes
Many parents start teaching their children about money at a young age. Topics like budgeting, learning how to save, investing,…
03.05.25 Women & WealthWomen And Wealth: A Pivot Towards Retirement
Retirement is a significant transition, and it can bring both challenges and opportunities for women who have spent many years…
02.28.25 Women & WealthWomen And Financial Strategies
Nearly 60% of women take the lead in managing their household finances, yet only 19% of women feel very confident…
02.27.25 NewsHeartfield Recognized as a Wichita Business Journal Young Professional
Congratulations to Jenni Heartfield on her well-deserved recognition as a Wichita Business Journal Young Professional in Financial Services! As our…
02.21.25 NewsIntroducing Jarod Rucker: A New Addition to Our Wealth Advisor Team
With more than a decade in the financial planning industry, Jarod Rucker’s extensive knowledge and dedication to client relationships make…
02.12.25 February 2025 ViewpointViewpoint- February 2025
IBM has Watson. Star Wars has R2-D2. Iron Man has J.A.R.V.I.S. All of these were of the Artificial Intelligence (AI)…
02.06.25 Estate PlanningMake the Most of Your Social Security Benefits
When to claim benefits based on your personal needs.
02.04.25 Estate PlanningManaging An Inheritance
Inheriting Wealth Can Be A Burden And A Blessing. Even if you have an inclination that a family member may…
02.04.25 NewsWelcoming Olivia Pauly: Expanding Our Team with a New Paraplanner
We are expanding our team to include a new paraplanner division, and we’re excited to introduce our first team member…
02.03.25 Finance Planning & InvestmentsStrategies to Manage Rising Healthcare Costs
For many Americans, healthcare costs are a major source of worry as they prepare for retirement. Many retirees and pre-retirees…
01.31.25 NewsCochran Recognized with Women Who Lead in Professional Services Award
Tracy Cochran has shown remarkable growth at 6 Meridian, transitioning into the role of Operations & Marketing Associate in 2024,…
01.31.25