Latest Insights
8 Myths About Retirement
Don’t let these 8 myths keep you from preparing for retirement.
05.20.24 Estate PlanningPreventing Estate Planning Pitfalls
Tips to ensure your estate plan aligns with your intentions.
05.20.24 May 2024 ViewpointViewpoint- May 2024
Gold has been having a shining moment to start 2024.
05.06.24 TaxesFive Most Overlooked Tax Deductions
Many Americans overpay on taxes by not claiming eligible deductions, and this article introduces the five commonly overlooked opportunities for managing tax bills.
05.03.24 Estate PlanningA Living Trust Primer
A living trust is a legal arrangement for managing assets during one’s lifetime, aimed at simplifying estate planning, despite its drawbacks.
05.03.24 NewsMarketing In Action!
The Barton School of Business at Wichita State University recently hosted an event – Marketing In Action! – for their students. Among the participants was our…
04.30.24 News2024 Shred Event & Donation Drive
Our annual shred event has evolved into a cherished tradition—a place where we securely discard documents while sharing smiles, conversation, and breakfast with our clients.
04.24.24 NewsCelebrating Lynne and Mark Davidson: Champions of Community Service
Lynne Davidson, our dedicated Client Relationship Associate at 6 Meridian, and her husband, Mark, have been champions of community service…
04.15.24 NewsGrowing Our Team to Elevate Client Service Experience
We are delighted to introduce Zenia Acosta, the newest member of our 6 Meridian team, joining us as a Client…
04.05.24 April 2024 ViewpointViewpoint- April 2024
Is “deglobalization” walking the walk or just talking the talk?
04.05.24 Estate PlanningImportant Birthdays Over 50
Crucial birthdays for understanding implications on retirement income.
04.01.24 Finance Planning & InvestmentsInvestment Challenges of the Affluent Investor
High net worth investors face unique challenges related to their financial status, requiring a mindful approach while adhering to fundamental investing principles.
04.01.24