Insights

Wise Decisions with Retirement in Mind

Some retirees succeed at realizing the life they want; others don’t.Fate aside, it isn’t merely a matter of stock market…

Why DIY Investment Management Is Such a Risk

If you ever have the inkling to manage your investments on your own, that inkling is worth reconsidering. Do-it-yourself investment…

The Chapters of Retirement

The journey to and through retirement occurs gradually, like successive chapters in a book. Each chapter has its own things…

Saving Your Elderly Parents from Financial Fraud

Elders are financially defrauded in this country on a daily basis.Only a few of these crimes are made public. In…

Event Recap – Generation Now Kick-Off Event

March 28, 2019Presented by6 Meridian | George and Katharine Elder | Jenny MeyersSponsored by Federated InvestmentsThe mix-and-mingle event brought together…

Yes, Young Growing Families Can Save & Invest

Put yourself steps ahead of your peers.If you have a young, growing family, no doubt your to-do list is pretty…

Event Recap- Navigating the Caregiver Role

March 7, 2019Presented byJennifer Traglia, MA Gerontology, Grand Gen ResourcesSponsored by Prudential Annuities“There are only four kinds of people in…

We’re Moving!

A new home for 6 MeridianSummer 2019In just 2 1/2 short years, our expanding team has outgrown its current office…