Blake May, J.D., CFP®

A couple came to Meld with nearly 20 retirement accounts. We created a unified plan that provided simplicity and peace of mind.

A client believed she wasn’t financially ready to retire but a second opinion from Meld helped her enter retirement confidently.

This simple checklist will help you keep track of the most important financial tasks you need to accomplish after losing a spouse.

While the value of live insurance is clear, it can be challenging to choose the right type of policy for your family’s situation.

If you have a large estate, federal estate taxes – and in some cases state estate taxes – can reduce the inheritance you planned to leave.

This checklist can help you craft a comprehensive estate plan that ensures your assets are distributed according to your wishes.

Long-term care costs are rising rapidly. Learn how much these services cost and how they fit into your financial plan.

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?

Long-term care is costly and more common than many believe. So, it is important to account for these expenses in your financial plan.