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
April 13, 2026School of Financial Wellness
Talks with Iran didn’t produce a deal, and the U.S. is planning a blockade. Two inflation reports varied. Consumer sentiment sank.
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.
6 Financial New Year’s Resolutions You Should Consider
January 16, 2026School of Financial Wellness
Adding these 6 goals to your New Year’s Resolutions can help improve your finances and set you up for future success.