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.
Downsizing Your Home for Retirement: Is It Worth It?
April 25, 2025School of Financial Wellness
Conventional wisdom suggests downsizing your home when you retire, but this strategy could come with unexpected costs today.
The Meld Client Experience: What to Expect in Year 1
February 27, 2025School of Financial Wellness
At Meld Financial, our simple onboarding process helps new clients get a head start on achieving their retirement goals.
3 Ways to Reduce Your 2024 Taxes Before the Deadline
February 14, 2025School of Financial Wellness
Consider these three last-minute strategies to reduce your 2024 income tax burden before the April 15th filing deadline.
6 Financial New Year’s Resolutions You Should Consider
January 9, 2025School 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.
What Makes Meld Unique? Our Team Approach.
December 19, 2024School of Financial Wellness
At Meld Financial, our team of professionals blends diverse specialties and perspectives to help our clients achieve success.
Year-End Financial Checklist
December 12, 2024School of Financial Wellness
This simple checklist covers the tasks that you need to complete at year-end to start the new year in a strong financial position.
How Could Lower Interest Rates Impact Your Retirement Plan?
December 5, 2024School of Financial Wellness
The Fed has begun to reduce interest rates. These lower rates could have a significant impact on your retirement plan.
Monetary Vs. Fiscal Policy
June 27, 2024School of Financial Wellness
Monetary and fiscal policy are two methods that the federal government and the Federal Reserve use to influence the economy.
Financial Checklist for Surviving Spouses
May 23, 2024School of Financial Wellness
This simple checklist will help you keep track of the most important financial tasks you need to accomplish after losing a spouse.