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
October 6, 2025School of Financial Wellness
A government shutdown began. Private employment data showed job losses. A popular survey reported declining consumer confidence.
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.
The 5 Most Important Qualities to Seek in a Financial Planner
June 6, 2025School of Financial Wellness
Looking for a financial planner? We’ve compiled a list of the top qualities to consider in your search for the right advisor.
Working Part Time in Retirement: Benefits and Considerations
May 15, 2025School of Financial Wellness
Consider these financial, emotional, and social implications before deciding to pursue part-time work during retirement.
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.