Month: July 2018

papers and a scale - choosing a financial advisor, like any financial decision, can be daunting
What to Consider When Choosing a Financial Advisor

School of Financial Wellness

Don’t let your emotions get in the way when choosing a financial advisor. Our president, Mark McGarvey provides some tips to help you make a smart choice.

Did you know?
Don’t be a Social Security Flunky

School of Social Security & Medicare

Take this short, 5 question quiz to see how your Social Security knowledge stacks up. In March 2018, MassMutual surveyed people age 50 or older and found that 47% of them failed this quiz.

Mark McGarvey, Kyle Whittington, and Burt Caldwell
Meet our Vice President, Marketing

School of Meld News

William B. (Burt) Caldwell, Jr., Vice President, Marketing. Burt joined the Meld Financial team in June 2018 after two decades of being a client.

Doctor listening to a piggy bank with a stethoscope - social security questions
Top 6 Questions Doctors Ask When Filing for Social Security

School of Social Security & Medicare

Physicians and other high earners often overlook their Social Security benefits. It may be a small amount compared to your retirement account, but noone wants to leave money on the table.