6 Meridian

One of the most important things a young adult can do to set themselves up for financial success is to establish credit. By establishing a healthy credit history at a young age, they will likely have an easier time getting approved for a mortgage or car loan in the future.

Review this guide to help navigate establishing credit.

2024 Guide to Establishing Credit - 6 Meridian 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.

Workplace retirement plans are the backbone of retirement savings for most Americans and should be taken advantage of whenever possible – such as 401(k)s, 403(b)s, and 457 plans. Planning for retirement is truly a lifelong process that often begins when you start working.

Here's what to know to begin on a solid retirement savings path.

Guide to Workplace Retirement Plans - 6 Meridian A guide to maximizing your retirement savings.

Tax Law changes due to take effect in January 2026 will impact high-net-worth individuals with around $7 million and married couples with around $14 million or more in assets. Failing to prepare ahead of time could cause families to miss out on substantial tax savings.

Visit our website to explore some of the considerations you should discuss with your financial, legal, and tax professionals.

Make The Most Of The Estate Plan Exemption Before 2026 - 6 Meridian A Proactive Plan Is Essential Tax Law changes due to take effect in January 2026 will impact high-net-worth individuals with...

Wow, what a night! Congratulations to HumanKind Ministries on hosting a spectacular event that raised essential funds to assist those in our community facing poverty and housing insecurities.

Happy National Dog Day!

As proud pet owners at 6 Meridian, we couldn't let this holiday go unrecognized! Share pictures of your precious pups, and browse through photos of ours.

Learning how to save money is a crucial skill for achieving financial success, and it’s best to start building these habits at an early age. Read our latest article for 5 ways to teach children how and why to save money.

Teach Your Child How and Why to Save Money - 6 Meridian Teaching kids about saving money early and adapting lessons as they grow is vital for financial success.

One minute you’re holding a little miracle in your arms, the next you’re budgeting for college. In between, you have time to save and give your money potential to grow, and the earlier you start, the more prepared you can be.

Visit our website to explore strategies to prepare for higher education expenses.

Getting A Head Start On College Savings - 6 Meridian Explore these strategies to prepare for higher education expenses.

Visit our website to review the 2024 Internal Revenue Service retirement plan limits and contributions.

2024 Retirement Plan Limits And Contributions - 6 Meridian The Internal Revenue Service has released the 2024 cost-of-living adjustments (COLA) applicable to pension plan contribution limits. In addition to...

Giving isn't just good for the world - it may be the secret to preserving multi-generational wealth.

Visit our website to review the 5 points of a Family Giving Formula: 1) craft an investment policy statement, 2) unlock the language, 3) find common ground, 4) circulate a state of the union, 5) do your due diligence.

Unifying Families Through Philanthropy - 6 Meridian Giving isn't just good for the world - it may be the secret to preserving multi-generational wealth.

With the average life expectancy trending up, it may be necessary to rethink careers and retirement.

Preparing for a happy and prosperous retirement calls for early planning. Such as how your home, career, social interests and portfolio are structured to meet your needs today and through retirement. Read our article to learn more.

Living Longer Means Rethinking Retirement and Careers - 6 Meridian It's important to structure your home, career, social interests, and portfolio to ensure financial stability and comfort throughout all life stages, whether you're retired or still working.

At 6 Meridian, we make it a point to celebrate individual and team successes on a daily basis, but we had the special honor this week of attending the Wichita Business Journal Women in Business luncheon to celebrate Sarah Hampton, founding partner & wealth advisor, as an honoree. She is among a strong cohort of female business leaders who are working hard to make a difference in our community. Congratulations to all the Women in Business honorees!

Watch now to learn about Sarah’s view on the value of building relationships and preparing for the future at 6 Meridian.

Sarah Hampton - Women in Business Honoree 2024 Sarah Hampton was recognized with the Women in Business Honor from the Wichita Business Journal in August of 2024. Watch to learn more about Sarah's leadersh...

It was a mere five months ago we were celebrating the Japanese equity market finally getting back to a new all-time high after 34 years had passed. That celebration has quickly soured. The Nikkei 225 Index dropped 25.5% from its July 11 all-time high through August 5.

Learn more about what has changed in our latest Viewpoint.

Viewpoint- August 2024 It was a mere five months ago we were celebrating the Japanese equity market finally getting back to a new all-time high after 34 years had passed. That celebration has quickly soured.

We're delighted to celebrate Trevor Phillippi, our chief operating officer, for being distinguished as a Wichita Business Journal 2024 Executive of the Year. Trevor's financial acumen is matched only by his commitment to service, both within our office and in the community. Please join us in extending congratulations to Trevor on this well-deserved accolade!

2024 Executive of the Year: Trevor Phillippi - 6 Meridian Congratulations to our chief operating officer, Trevor Phillippi, for recognition by the Wichita Business Journal as a 2024 Executive of the Year honoree!

Concerns about our financial future can keep us up long into the night. The good news is, we have information and tools to address many of your financial challenges.

Take a minute to review this checklist, and contact your advisor to discuss any concerns.

What Keeps You Up at Night? - 6 Meridian There are many things in our lives that make it difficult for us to sleep, but concerns about our financial...

The best laid plans can be disrupted by fine print and simple oversights. It's essential to revisit the language of your estate plan, limit your will to clear guidelines, avoid specific amounts when naming bequests, and reevaluate the titling of assets. Read our article for more estate planning tips.

Remember, every estate plan is distinct, but they all aim to distribute assets in alignment with your intentions. Reach out to your financial advisor for help ensuring your legacy is responsibly stewarded.

Preventing Estate Planning Pitfalls - 6 Meridian Tips to ensure your estate plan aligns with your intentions.

As loved ones age, family dynamics often shift, with former caregivers transitioning into care recipients. This means many decisions with immense financial, physical and emotional implications will fall on the next generation.

Read our article for insights on embarking on this journey of transition.

When Caregivers Become Care Recipients - 6 Meridian Hightower CEO Bob Oros shares his story and insights to help ease the transition for others.

Do you have a living will, power of attorney, or living trust? Under what circumstances should you have these documents? Review our Critical Estate Documents list to learn about various types of estate documents.

Reach out to your financial advisor for help determining if these documents should be part of your estate planning.

Critical Estate Documents - 6 Meridian Financial Documents Health Care Documents NOTE: Power of attorney laws can vary from state to state. An estate strategy that...

Whether you choose to distribute assets equally or equitably, having a plan in place can prevent potential issues and disagreements among your loved ones. Start the conversation today and take control of your wealth, even after your life ends.

Creating Equal vs. Equitable Inheritances - 6 Meridian While enjoying your money during your life can bring happiness, it’s also important to ensure that you have a plan in place for the future.

We're excited to welcome Ashley Townley to the 6 Meridian team as our new Client Service Associate! With over a decade of experience in client onboarding and financial advisor support, she has developed a sharp talent for maintaining organization and assisting others.

Please join us in extending a warm welcome to Ashley! We look forward to the fresh perspectives and contributions she will bring to our team.

Meet Our New Client Service Associate, Ashley Townley - 6 Meridian We are thrilled to introduce Ashley Townley, our newest team member at 6 Meridian

Sarah, congratulations on your Women in Business recognition by the Wichita Business Journal!

As a founding partner at 6 Meridian, Sarah has been deeply committed to our clients. But that is only part of her story. Sarah is also a passionate advocate in our community, especially for working mothers. Visit our website to learn more about Sarah and her dedication to serving others.

Sarah Hampton Receives 2024 Women in Business Honor - 6 Meridian Congratulations to Sarah Hampton for being recognized among the Women in Business honorees by the Wichita Business Journal.

American citizens are four months away from casting their ballots for the next president of the United States. As it relates to the investment landscape, major events such as the U.S. election can stoke anxiety and uncertainty about the future of the market, but is it warranted?

In this month’s Viewpoint, we dig into the numbers of the past, seeking to understand how the market has fared over prior presidential cycles.

Viewpoint- July 2024 In this month’s chart, we dig into the numbers of the past, seeking to understand how the market has fared over prior presidential cycles.

Congratulations to our very own Jenni Heartfield for being recognized by KWCH 12 News, alongside her Little Sister, Amali! Watch the video and learn more about their relationship on our website.

Jenni, we are grateful for your commitment to impacting the lives of others! Thanks for your volunteerism in support of Kansas Big Brothers Big Sisters!

Spotlight on Volunteerism: Jenni Heartfield's Commitment to Mentorship - 6 Meridian Jenni Heartfield, Investment Operations Associate at 6 Meridian, recently garnered attention on KWCH for her mentorship role alongside her Little Sister, Amali, through the Big Brothers Big Sisters program.

Members of our 6 Meridian team recently joined JP Weigand & Sons, Inc. on the golf course to raise funds in support of United Way of the Plains and UJUMP Junior Mentoring Program.

We're honored to support these organizations that are so impactful to our community.

Due to the Tax Cuts and Jobs Act (TCJA), the federal estate tax threshold rose in 2024, but these changes are set to revert in 2025. Without congressional action, we'll see a return to lower exemption amounts and a higher maximum gift and estate tax rate in 2026.

This could impact wealth transfer strategies for high-net-worth individuals. But there's still time to plan. Your financial advisor can help you navigate these changes and ensure your estate strategy aligns with your long-term goals.

Are You Prepared for an Estate Tax Sunset? - 6 Meridian The federal estate tax thresholds may change, impacting wealth transfer strategies.

Members of the 6 Meridian team were among attendees at the CPRF River City Roll event. This casino-inspired event brought together community members for a fun evening to raise funds in support of CPRF’s Wheelchair & Posture Seating Clinic and Equipment Fund. We are honored to support CPRF and their mission to improve the daily lives of people with disabilities in our community.

Learn more about the clinic: https://www.cprf.org/wheelchair-posture-seating-clinic/
Learn more about the equipment fund: https://www.cprf.org/equipment-fund

Amanda's leadership inspires us all! Congratulations to the AMA Wichita leadership team on a wonderful year!

Rather than considering a budget a restriction, reframe it as the way to secure your financial freedom. Budgeting can be your guide to understanding your finances, setting your priorities, and taking control of your spending.

Learn how to budget and download easy-to-use forms from our resource guide: https://6meridian.com/2023/05/budgeting-101

Estate planning isn’t just about finances - it’s about preserving your legacy and ensuring your wishes are honored. Whether you’re just starting or have already begun the process, these tips from our partner, Hightower Advisors, will help you navigate potential pitfalls and create a solid estate plan.

Preventing Estate Planning Pitfalls - 6 Meridian Tips to ensure your estate plan aligns with your intentions.

Congratulations to Markus Phox, Associate Wealth Advisor, for being recognized by the Wichita Business Journal as a Young Professional in Financial Services! Among his many contributions to 6 Meridian, Markus upholds our values daily by building strong relationships with clients to help each achieve their long-term goals.

Read more: https://6meridian.com/2024/05/markus-phox-recognized-as-a-young-professional-in-financial-services