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
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.
The 10 Worst States for Retirement
March 28, 2024School 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
March 21, 2024School 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.
I Can Retire NOW? A Case Study
March 1, 2024School 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.
Punxsutawney Phil: Weatherman… or Stock Analyst??
February 23, 2024School of Financial Wellness
Punxsutawney Phil is well known for weather predictions, but our research suggests he also has a knack for forecasting stocks.
Teaching Your Children About Finances
January 18, 2024School of Financial Wellness
Use these tips to teach your children about finance, budgeting, and money management in a way that resonates with them.