Month: December 2020

Lightbulbs and a notebook with do and don’t written on it.
Financial Dos and Don’ts During a Pandemic

School of Financial Wellness

2020 has changed our lives dramatically, but it’s important to maintain financial discipline. These tips will help you stay on track.

A magnifying glass lying on a paper with line charts and text reading “Financial Tips”.
Financial Tips to Help You Weather the Pandemic

School of Financial Wellness

The massive changes to our daily lives caused by the pandemic also gives good reason to reevaluate our financial decisions.

Year End Financial Checklist provided by Meld University – series of checkboxes and a pen with Meld University Logo
Year-End Financial Checklist

School of Financial Wellness

With 2020 coming to an end, it is time to revisit your financial plan and evaluate your options to minimize your tax burden.

Senior couple studying 2021 changes to Medicare premiums, deductibles and coinsurance on a mobile device
2021 Medicare Premiums, Deductibles and Coinsurance Announced

School of Social Security & Medicare

Medicare Premiums, Deductibles and Coinsurance changes for 2021 were recently announced. Here’s what you need to know.

Mark McGarvey and wife Lynn Campisi introduce Meld University Cooks: New Orleans Pecan Pralines
Meld University Cooks: New Orleans Style Pecan Pralines

School of Meld News

As a gift to our clients and all of you in this unconventional holiday season, Lynn Campisi will show you how to make New Orleans Pecan Pralines.