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.

Key Financial Data for 2020 by Meld Fiancial - This image is a screenclip of the top of the 1st page of the pdf file
Key Financial Data for 2020

School of Financial Wellness

Our handy reference guide of 2020 financial data and information related to exemptions, deductions, tax brackets, Social Security, Medicare and more.

How will coronavirus (covid-19) impact the markets?
Coronavirus (Covid-19) and Your Investments

School 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.

Be prepared for the new year with our year-end financial checklist.
Year-End Financial Checklist

School 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.

Mentally preparing for retirement
Mentally Preparing for Retirement

School of Financial Wellness

When planning for retirement you often think of the necessary financial resources. On the other hand, few have considered the mental challenges.

Retirement Planning Pitfalls
Retirement Planning Pitfalls

School of Financial Wellness

We’ve identified the 4 biggest mistakes people make when planning for retirement. Take 2 minutes to make sure you’re avoiding these retirement planning pitfalls.

Calculating medical costs in retirement can be difficult
How Much Will You Spend on Medical Expenses in Retirement?

School of Financial Wellness

Out of pocket medical expenses in retirement have been estimated by the EBRI to be in excess of $350,000 for many couples, a shocking figure for most.

How much money do I need to retire?
How Much Do I Need to Retire?

School 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.

A checklist of qualities to look for in a good financial advisor
The 5 Most Important Qualities to Seek in a Financial Planner

School of Financial Wellness

Looking for a good financial planner? We’ve compiled a list of the top qualities to look for as you search for the right advisor for you.

Wealth managers are key to your investment strategy.
5 Characteristics of a Quality Wealth Manager

School of Financial Wellness

Looking for a good wealth manager? We pulled together our list of the 5 most important qualities to look for as you start your search.