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.

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.

Out of pocket medical expenses in retirement have been estimated by the EBRI to be in excess of $350,000 for many couples, a shocking figure for most.