Latest Insights
KWCH 12 News Feature
What are the best budgeting apps to keep you on track this holiday season? Find out here on KWCH 12…
11.02.18 In the CommunityBoys and Girls Club Wings for Dreams Event
6 Meridian team members and friends enjoyed a beachy evening with country music superstar Thomas Rhett benefiting The Boys and…
11.02.18 ResourcesWhat Women Shouldn’t Retire Without
A practical financial checklist for the future.
10.21.18 Education PlanningShould You Leave Your IRA to a Child?
What you should know about naming a minor as an IRA beneficiary.
10.21.18 Retirement and Financial PlanningGuarding Against Identity Theft
Take steps so criminals won’t take vital information from you.
10.21.18 Estate and InsuranceIncluding Digital Assets in Your Estate Plan
What should you know? What should your executor know?
10.21.18 Education PlanningShould You Use 529 Plan Funds on K-12 Education?
Federal law says you can, but you may want to think twice about it.
10.21.18 Education PlanningCoping with College Loans
Paying them down and managing their financial impact.
10.21.18 Estate and InsuranceThe Importance of Equitable Estate Planning
Have you considered the factors that may promote inequality in wealth transfer?
10.21.18 October 2018 ViewpointViewpoint- October 2018
Location, location, location! Why it matters for stock market returns in 2018.
10.04.18 In the NewsSplurge! Magazine- ‘The Sequence of Returns’
The Sequence of Returns- How variable rates of return do (and do not) impact investors over time 6 Meridian Partner,…
10.03.18 Estate and InsuranceMinimizing Probate When Setting Up Your Estate
What can you do to lessen its impact for your heirs?
10.02.18