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School of Financial Planning

Meld Financial provides comprehensive wealth management solutions for our clients.

Wealth Management: Independent vs. Everyone Else

When the time comes to get help with wealth management, who should you trust with your nest egg? In this article we explore your options.

choosing a financial advisor, like any financial decision, can be daunting

What to consider when choosing a financial advisor

Don’t let your emotions get in the way when choosing a financial advisor. Our president, Mark McGarvey provides some tips to help you make a smart choice.

what's your goal written on a piece of paper stuck to a corkboard with a pushpin

Set Goals as You Save & Invest

Saving is important. In fact, it’s critical to securing your financial future. But to be successful, you need to set goals. This article tell you why.

Credit Scores are seeing a boost

Credit Scores are Getting a Boost.. That’s Good, Right?

You may have heard that some personal credit scores have a seen a recent boost. That sounds like good news, but it’s not quite that simple. Read our latest article to learn about these changes and how they could impact you, even if you already have a great credit score.

Senior Ladies Hiking the Countryside

What Women Shouldn’t Retire Without

Women typically live longer than men, so they especially need to make wise decisions when it comes to claiming their Social Security benefits, investing and spending their retirement nest egg. This article provides some insights to consider.

Early Retirement - Next Exit

The Retirement Mindgame

Planning on retiring early? Your perceived retirement date could have a significant impact on your financial well-being. This article provides some insights on things to consider if you are targeting an early retirement date.

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