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.

Year End Financial Checklist provided by MeldU represented by a series of checkboxes and a pen with MeldU Logo
Year-End Financial Checklist

School 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.

A percentage symbol beside a down arrow signifying lower interest rates
How Could Lower Interest Rates Impact Your Retirement Plan?

School of Financial Wellness

The Fed has begun to reduce interest rates. These lower rates could have a significant impact on your retirement plan.

The U.S. Capitol building symbolizing government policy
Monetary Vs. Fiscal Policy

School of Financial Wellness

Monetary and fiscal policy are two methods that the federal government and the Federal Reserve use to influence the economy.

A man with a laptop marking tasks complete on a digital checklist.
Financial Checklist for Surviving Spouses

School 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.

map of the united states with tags on the worst states to retire
The 10 Worst States for Retirement

School of Financial Wellness

The location you choose for your retirement can have a significant impact on your costs, safety, activities, and overall happiness.

The 10 Best States for Retirement in 2024

School of Financial Wellness

Where you retire can make a major impact on your retirement plan. Some states are better for retirees than others, so here’s our top 10.

A couple celebrating retirement on a beach at sunset.
I Can Retire NOW? A Case Study

School of Financial Wellness

Generic guidance led two of our clients to believe they needed to work another 5 years. We told them they could retire TODAY.

A groundhog holding a cell phone.
Punxsutawney Phil: Weatherman… or Stock Analyst??

School of Financial Wellness

Punxsutawney Phil is well known for weather predictions, but our research suggests he also has a knack for forecasting stocks.

A teenager holding a piggy bank.
Teaching Your Children About Finances

School of Financial Wellness

Use these tips to teach your children about finance, budgeting, and money management in a way that resonates with them.