School of Financial Wellness
The School of Financial Wellness, presented by Meld University, conducts classes and publishes articles to help you become financially organized, so you can plan for your retirement and savings goals.
Weekly Economic Update
January 26, 2026School of Financial Wellness
Americans spent more, including some large purchases. Q3 GDP was revised slightly upward. Consumer sentiment improved in January.
6 Financial New Year’s Resolutions You Should Consider
January 16, 2026School 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.
Key Financial Data 2026
January 8, 2026School of Financial Wellness
Download our 2026 financial data guide which includes information on taxes, retirement plans, Social Security, Medicare, and more.
Year-End Financial Checklist
December 18, 2025School of Financial Wellness
This simple checklist covers the tasks that you need to complete at year-end to start the new year in a strong financial position.
Retirement Planning: How To Prepare for Lifestyle Shifts
September 4, 2025School of Financial Wellness
A successful retirement transition requires more than money. You also need to navigate lifestyle shifts and emotional hurdles.
Five Types of Taxes to Factor into Your Retirement Plan
August 7, 2025School of Financial Wellness
These 5 taxes are the most common for retirees, and understanding them is the key to creating a robust tax management plan.
What Type of Life Insurance Do You Need?
August 5, 2025School of Financial Wellness
The value of life insurance is clear, but choosing the right type of policy for your situation can present a significant challenge.
How Could The “One Big, Beautiful Bill” Impact You?
July 18, 2025School of Financial Wellness
The “One Big, Beautiful Bill” has been signed into law. Our summary covers how the new law could impact your financial plan.
Key Financial Data 2025
July 17, 2025School of Financial Wellness
Download our 2025 financial data guide which includes information on taxes, retirement plans, Social Security, Medicare, and more.