Month: February 2026
Join Us In Celebrating the Retirement of Pat Burris
February 27, 2026School of Meld News
After 40 years in the financial services industry, including over 25 with Meld, Pat Burris, CFP® is entering a well-earned retirement.
4 Ways to Reduce Your 2025 Taxes Before the Deadline
February 19, 2026School of Financial Wellness
Consider these four last-minute strategies to reduce your 2025 income tax burden before the April 15th filing deadline.
Is Permanent Life Insurance Jeopardizing Your Retirement Plan? A Case Study.
February 5, 2026School of Financial Wellness
Permanent life insurance policies often have expensive monthly premiums, which can undermine your ability to save for retirement.