Month: February 2021

map of the united states with tags on the worst states to retire
The 10 Worst States for Retirement

School of Financial Wellness

Planning the location where you retire can be as impactful to your retirement plan as the amount of money that you have saved.

Social security card lying on top of a pay stub listing payroll taxes such as Medicare and Social Security – indicating changes to Social Security Benefits due to COVID-19
COVID-19 Pandemic: Impact on Social Security

School of Social Security & Medicare

The COVID-19 pandemic is changing everything, including Social Security. Patricia L. Burris, CFP® discusses these impacts, so you know what to expect.

The 10 Best States for Retirement

School of Financial Wellness

Where you retire can make a major impact on your retirement plan. Some states are better for retirees than others, so here’s our top 10.

Congratulations Pat Burris, CFP® of Meld Financial
Join Us in Congratulating Pat Burris

School of Meld News

After 24 years of full-time employment with Meld Financial, Pat will be transitioning to a part-time consulting role as she starts the journey into retirement.