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 presented by Meld University
Weekly Economic Update
 September 25, 2023

School of Financial Wellness

Stocks slumped. The FOMC held interest rates steady and updated projections. Existing home sales and home builder confidence fell.

A paper cutout of a family in front of someone signing life insurance documents.
What Type of Life Insurance Do You Need?
 September 21, 2023

School 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.

Wealth managers are key to your investment strategy.
5 Characteristics of a Quality Wealth Manager
 June 15, 2023

School 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.

An estate plan being created by a financial advisor and a senior couple.
Estate Planning Checklist
 June 1, 2023

School 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 2022
Long-Term Care Costs in 2023
 April 20, 2023

School 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 Guide’ written on a stack of papers with a human hand holding a pen – meant to represent a retirement planning resource guide
Retirement Planning Resource Guide
 March 16, 2023

School of Financial Wellness

Preparing for retirement involves considering your vision for the future and setting aside funds to bring your dream to reality.

Stacks of coins overlayed with various investment charts.
Tighter Monetary Policy Can Be a Boon for Retirees but a Curse for Young Workers
 February 9, 2023

School 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 for 2023 by Meld Financial - This image is a screen clip of the 1st page of the pdf file
Key Financial Data 2023
 January 24, 2023

School of Financial Wellness

Download our 2023 financial data guide which includes information on taxes, retirement plans, Social Security, Medicare, and more.

Paper cutout of a retired man and woman holding hands, standing on top of stacks of quarters, indicating they’ve taken steps to secure their retirement plan
5 Important Steps to Retirement Planning
 December 22, 2022

School 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.