Latest Insights

Establishing credit early is crucial for young adults’ future financial success, but choosing the right credit card can be challenging due to varying interest rates, eligibility requirements, and rewards, and this guide aims to help them navigate these decisions.

We are thrilled to introduce Ashley Townley, our newest team member at 6 Meridian.

Jenni Heartfield, Investment Operations Associate at 6 Meridian, recently garnered attention on KWCH for her mentorship role alongside her Little…

Engage a financial advisor for estate planning to help ensure your legacy goals.

An Irrevocable Life Insurance Trust (ILIT) is an unalterable legal arrangement aimed at achieving specific objectives, such as minimizing estate taxes and ensuring financial security, by holding a life insurance policy outside the insured’s estate.

A Guide to Planning

Congratulations to Wealth Advisor Associate, Markus Phox, for being recognized by the Wichita Business Journal as a Young Professional in…

Financial Documents Health Care Documents NOTE: Power of attorney laws can vary from state to state. An estate strategy that…

The federal estate tax thresholds may change, impacting wealth transfer strategies.

Meet Brayden, our summer intern.