Kyle Whittington, CFP®
How Does Debt Affect Your Retirement Plan?
May 8, 2025School of Financial Wellness
Debt can help you afford assets to create a successful financial future, or it can be the factor that derails your retirement plan.
Downsizing Your Home for Retirement: Is It Worth It?
April 25, 2025School of Financial Wellness
Conventional wisdom suggests downsizing your home when you retire, but this strategy could come with unexpected costs today.
Early Retirement: Can You Do It?
April 22, 2025School of Saving and Investing
Early retirement allows you to pursue passions without career constraints. Answering these questions determines if it is feasible.
Preparing For Retirement Checklist
March 27, 2025School of Saving and Investing
This downloadable checklist covers the important factors you need to consider in each stage of life to prepare for retirement.
Types of Ownership for Brokerage Accounts
March 20, 2025School of Saving and Investing
You have options to define the ownership of brokerage assets, and the choice determines access to funds, taxes, and inheritance.
Traditional Vs Roth IRA
March 13, 2025School of Saving and Investing
Traditional and Roth IRAs can help you achieve retirement goals and minimize taxes while maintaining control of your funds.
The Meld Client Experience: What to Expect in Year 1
February 27, 2025School of Financial Wellness
At Meld Financial, our simple onboarding process helps new clients get a head start on achieving their retirement goals.
3 Ways to Reduce Your 2024 Taxes Before the Deadline
February 14, 2025School of Financial Wellness
Consider these three last-minute strategies to reduce your 2024 income tax burden before the April 15th filing deadline.
6 Financial New Year’s Resolutions You Should Consider
January 9, 2025School of Financial Wellness
Adding these 6 goals to your New Year’s Resolutions can help improve your finances and set you up for future success.