Month: July 2018
What to Consider When Choosing a Financial Advisor
July 19, 2018School 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.
Don’t be a Social Security Flunky
July 18, 2018School 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.
Meet our Vice President, Marketing
July 9, 2018School 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.
Top 6 Questions Doctors Ask When Filing for Social Security
July 6, 2018School 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.