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
September 25, 2023School of Financial Wellness
Stocks slumped. The FOMC held interest rates steady and updated projections. Existing home sales and home builder confidence fell.


What Type of Life Insurance Do You Need?
September 21, 2023School of Financial Wellness
While the value of live insurance is clear, it can be challenging to choose the right type of policy for your family’s situation.


5 Characteristics of a Quality Wealth Manager
June 15, 2023School of Financial Wellness
Looking for a quality wealth manager? We pulled together our list of the 5 most important qualities to consider during your search.


Estate Planning Checklist
June 1, 2023School of Financial Wellness
This checklist can help you craft a comprehensive estate plan that ensures your assets are distributed according to your wishes.


Long-Term Care Costs in 2023
April 20, 2023School of Financial Wellness
Long-term care costs are rising rapidly. Learn how much these services cost and how they fit into your financial plan.


Retirement Planning Resource Guide
March 16, 2023School of Financial Wellness
Preparing for retirement involves considering your vision for the future and setting aside funds to bring your dream to reality.


Tighter Monetary Policy Can Be a Boon for Retirees but a Curse for Young Workers
February 9, 2023School of Financial Wellness
When interest rates rise, many retirees reap the benefits. On the other hand, young workers tend to suffer when rates increase.


Key Financial Data 2023
January 24, 2023School of Financial Wellness
Download our 2023 financial data guide which includes information on taxes, retirement plans, Social Security, Medicare, and more.


5 Important Steps to Retirement Planning
December 22, 2022School of Financial Wellness
Retirement planning is a complex process, but these 5 steps will get you on the right track to achieving your retirement goals.