Latest Insights

Estate Planning

Retirement and Adult Children

Supporting family can put a crimp in your strategy.

05.20.19
Estate Planning

Major Risks to Family Wealth

Will your accumulated assets be threatened by them?

05.10.19
May 2019 Viewpoint

Viewpoint- May 2019

Is it time to pay down debt or invest?

05.10.19
News

Bowling for Kids Sake!

Team members combined two of their favorite pastimes…Bowling and BINGO for the annual Kansas Big Brothers Big Sisters Serving Sedgwick…

04.26.19
Next Generation

Insurance When You’re Young and Single

Coverage can be a great comfort, even in youth.

04.12.19
Resources

Teaching Your Heirs to Value Your Wealth

Values can help determine goals & a clear purpose.

04.08.19
April 2019 Viewpoint

Viewpoint- April 2019

The last 10 years…

04.08.19
Resources

Wise Decisions with Retirement in Mind

Certain financial & lifestyle choices may lead you toward a better future.

04.05.19
Estate Planning

The Chapters of Retirement

The five phases of life after 50 & the considerations that accompany them.

04.04.19
News

Event Recap – Generation Now Kick-Off Event

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

04.02.19
March 2019 Viewpoint

Viewpoint- March 2019

Stock prices have bounced back, but what about earnings outlook? See our research in the latest Viewpoint.

03.08.19
News

Event Recap- Navigating the Caregiver Role

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

03.08.19