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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.

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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.

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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.

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School of Social Security & Medicare

Meld University presents Social Security Filing Strategies

Special Social Security Filing Strategies

If you were born before January 2, 1954 you may be able to have your cake and eat it too regarding Social Security. In this article, we explore this special strategy.

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Did you know?

Don't be a Social Security Flunky

Take this short, 5 question quiz to see how your Social Security knowledge stacks up. In March 2018, MassMutual surveyed people age 50 or older and found that 47% of them failed this quiz.

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Doctor listening to a piggy bank with a stethoscope - social security questions

Top 6 questions doctors ask when filing for Social Security

Physicians and other high earners often overlook their Social Security benefits. It may be a small amount compared to your retirement account, but noone wants to leave money on the table.

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School of Investments

News by the Numbers

News by the Numbers

Wondering when the next recession could begin or how much the price of gas has risen? Look at these noteworthy figures to find out.

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market volatility guage

Keeping This Correction in Perspective

Is the current volatility in the stock market a good thing? This article from mid-February shares five reasons why it just may be.

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retirement fund jar tipped over and spilling money

Try the Bucket Approach

With the swings in the stock market we’ve been experiencing lately, using a bucket approach to manage your retirement nest egg may give you peace of mind. This article tells you how.

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School of Institutional Plans

IRS Provides Guidelines for Safe-Harbor Hardship Distributions from 401(k) Plans

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2017 Retirement Plan Limits

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Upcoming Retirement Plan Deadlines

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Weekly Economic Update

Meld Financial - Weekly Economic Update

Weekly Economic Update - August 13, 2018

In this week’s recap: core inflation reaches a 10-year peak, oil’s losing streak continues, earnings impress, and Wall Street indices have a mixed week.

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Meld Financial - Weekly Economic Update

Weekly Economic Update - August 6, 2018

In this week’s recap: stocks continue their win streak despite a mediocre jobs report and dips for the ISM indices; household spending and confidence rise.

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Meld Financial - Weekly Economic Update

Weekly Economic Update

In this week’s recap: an impressive Q2 GDP reading, a consumer sentiment dip, a falloff in home buying, and the end of a long stock market correction.

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