Blake May, J.D., CFP®

Do You Have Too Many Retirement Accounts? A Case Study
August 22, 2024School of Saving and Investing
A couple came to Meld with nearly 20 retirement accounts. We created a unified plan that provided simplicity and peace of mind.

Are You Retirement Ready? A Case Study
July 11, 2024School of Saving and Investing
A client believed she wasn’t financially ready to retire but a second opinion from Meld helped her enter retirement confidently.

Financial Checklist for Surviving Spouses
May 23, 2024School of Financial Wellness
This simple checklist will help you keep track of the most important financial tasks you need to accomplish after losing a spouse.

What Type of Life Insurance Do You Need?
September 21, 2023School of Financial Wellness
While the value of live insurance is clear, it can be challenging to choose the right type of policy for your family’s situation.

The Basics of Estate Tax
August 3, 2023School of Saving and Investing
If you have a large estate, federal estate taxes – and in some cases state estate taxes – can reduce the inheritance you planned to leave.

Estate Planning Checklist
June 1, 2023School of Financial Wellness
This checklist can help you craft a comprehensive estate plan that ensures your assets are distributed according to your wishes.

Long-Term Care Costs in 2023
April 20, 2023School of Financial Wellness
Long-term care costs are rising rapidly. Learn how much these services cost and how they fit into your financial plan.

Could You Owe Nursing Home Bills for Your Parent?
October 27, 2022School of Financial Wellness
You probably know that long-term care costs could derail your financial plan. But did you know that there are circumstances where you could also be responsible for your parent’s nursing home bills?

Planning for Long-Term Care Expenses
May 12, 2022School of Saving and Investing
Long-term care is costly and more common than many believe. So, it is important to account for these expenses in your financial plan.