Curated by Meld Financial
Explore the Schools of Meld University
Our School of Financial Wellness conducts classes and publishes articles to help you become financially organized, so you can plan for your retirement and savings goals.
Key Financial Data for 2020
April 1, 2020School of Financial Wellness
Our handy reference guide of 2020 financial data and information related to exemptions, deductions, tax brackets, Social Security, Medicare and more.
Coronavirus (Covid-19) and Your Investments
March 2, 2020School of Financial Wellness
The coronavirus outbreak is only about two months old, so it is premature to discuss how this potential pandemic will play out.
Year-End Financial Checklist
December 20, 2019School of Financial Wellness
Be prepared with our year-end financial checklist. Inside, we review 5 of the most important financial items to consider before year end.
Click here to see all articles and events from the School of Financial Wellness.
Attend a Meld University Event
Rollover and Play Dead. Does Your Estate Plan Really Work?
When: Tuesday, April 21, 2020 from 3:00 PM to 4:30 PM
Where: Online Webinar
Speaker: Lynn Campisi, J.D., LL.M.
As people age, having proper estate planning documents is even more important. Learn how your assets should be titled and how to avoid costly mistakes.
Shred-It to benefit Children’s Hospital of Alabama
When: Postponed. New date TBD.
Where: Meld Financial Office
Speaker: None
Bring your sensitive documents to be securely destroyed by Shred-It on site! Sponsored by Meld Financial for the benefit of Children’s of Alabama.
Preparing For Long Term Care Expenses in Retirement
When: Tuesday, May 12th at 3:00-4:30 PM Central
Where: Online Webinar
Speaker: Blake May, J.D., CFP®
Long-term care expenses represent a significant threat to your retirement outlook and can deplete a retirement nest egg quickly.
Stay Current With Our Weekly Economic Update
Start your week with a recap last week’s market action and a list of the upcoming week’s key events.
Weekly Economic Update
March 30, 2020School of Meld News
In this week’s recap: Markets swing upward as the Federal Reserve and Congress move stimulus forward.
See What’s Trending at Meld University
Year-End Financial Checklist
December 20, 2019School of Financial Wellness
Be prepared with our year-end financial checklist. Inside, we review 5 of the most important financial items to consider before year end.
Need to Find Missing Participants in Your Qualified Plan?
February 1, 2016School of Employer Plans
As a cost cutting measure, starting September 1, 2012, the IRS discontinued processing requests to locate missing participants.
How Much Do I Need to Retire?
July 19, 2019School of Financial Wellness
The amount of money you need to retire depends on many factors. In this article we focus on those factors that can impact your retirement plan the most.
Introductory Phone Call
Time: 20 Minutes
Cost: $0
Financial Fingerprint™ Review
Time: 1 Hour
Cost: $0