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.
Key Financial Data 2025
July 17, 2025School of Financial Wellness
Download our 2025 financial data guide which includes information on taxes, retirement plans, Social Security, Medicare, and more.
The 5 Most Important Qualities to Seek in a Financial Planner
June 6, 2025School of Financial Wellness
Looking for a financial planner? We’ve compiled a list of the top qualities to consider in your search for the right advisor.
Working Part Time in Retirement: Benefits and Considerations
May 15, 2025School of Financial Wellness
Consider these financial, emotional, and social implications before deciding to pursue part-time work during retirement.
How Does Debt Affect Your Retirement Plan?
May 8, 2025School of Financial Wellness
Debt can help you afford assets to create a successful financial future, or it can be the factor that derails your retirement plan.
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.
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.
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.