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.
Maximizing The Benefit of Your Charitable Contributions
May 7, 2026School of Financial Wellness
The method you use to donate to charity should maximize the benefit to your chosen organization and your tax return.
Weekly Economic Update
May 4, 2026School of Financial Wellness
The Fed held rates steady. PCE inflation and GDP updates were released. The US began escorting ships through the Strait of Hormuz.
Rising Oil Prices and Your Portfolio
April 9, 2026School of Financial Wellness
Rising oil prices can impact your stocks, bonds, and cash holdings as well as the overall economic outlook.
The Basics of Trusts
April 2, 2026School of Financial Wellness
A trust can be a valuable tool to protect assets from creditors, tailor your estate plan, avoid probate, and maintain privacy.
Succession Planning for Family Businesses
March 26, 2026School of Financial Wellness
An effective succession plan uses advance preparation to maximize your personal wealth while supporting business continuity.
What Should You Do with Unused Funds in an Educational Account?
March 5, 2026School of Financial Wellness
If you have unused funds in a 529 plan or Coverdell ESA for your child, you can transfer, rollover, or withdraw the money.
Understanding Beneficiary Designations
March 3, 2026School of Financial Wellness
Non-probate assets, like IRAs and brokerage accounts, pass to heirs according to beneficiary designations rather than a will.
4 Ways to Reduce Your 2025 Taxes Before the Deadline
February 19, 2026School of Financial Wellness
Consider these four last-minute strategies to reduce your 2025 income tax burden before the April 15th filing deadline.
Is Permanent Life Insurance Jeopardizing Your Retirement Plan? A Case Study.
February 5, 2026School of Financial Wellness
Permanent life insurance policies often have expensive monthly premiums, which can undermine your ability to save for retirement.