Latest Insights

March 2025 Viewpoint

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 Generation

How 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 & Wealth

Women 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 & Wealth

Women 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
News

Heartfield 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
News

Introducing 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 Viewpoint

Viewpoint- 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 Planning

Make the Most of Your Social Security Benefits

When to claim benefits based on your personal needs.

02.04.25
Estate Planning

Managing 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
News

Welcoming 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 & Investments

Strategies 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
News

Cochran 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