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

School of Financial Wellness

Turmoil in the banking sector continued. Consumer prices rose but at a slower annual pace. Retail sales fell in February.

‘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

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

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

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

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.

Student loan forgiveness written on a small blackboard with stacks of coins sitting next to it.
What You Need to Know About Student Loan Forgiveness

School of Financial Wellness

The newly established student loan forgiveness program could help you reduce your debt and lower your monthly expenses.

Nursing home bills for a parent are being reviewed by their daughter.
Could You Owe Nursing Home Bills for Your Parent?

School of Financial Wellness

You probably know that long-term care costs could derail your financial plan. But did you know that there are circumstances where you could also be responsible for your parent’s nursing home bills?

A defensive portfolio represented by dominos leaning against a stack of coins.
Preparing Your Portfolio for Retirement

School of Financial Wellness

Shifting your portfolio to defense when entering retirement can help you reduce risk and ensure your income lasts a lifetime.

An image indicating robo-advice and human advisors will be compared.
Comparing the Value of Human Advisors and Robo-Advisors

School of Financial Wellness

Robo-advisors are gaining popularity, but do they add as much value as their human counterparts? New research provides the answer.