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.

How much money do I need to retire?
How Much Do I Need to Retire?

School of Financial Wellness

The amount of money you need to retire depends on many factors. In this article we focus on those factors that can impact your retirement plan the most.

A checklist of qualities to look for in a good financial advisor
The 5 Most Important Qualities to Seek in a Financial Planner

School of Financial Wellness

Looking for a good financial planner? We’ve compiled a list of the top qualities to look for as you search for the right advisor for you.

Wealth managers are key to your investment strategy.
5 Characteristics of a Quality Wealth Manager

School of Financial Wellness

Looking for a good wealth manager? We pulled together our list of the 5 most important qualities to look for as you start your search.

A guide to maintaining your financial health
Your 2-minute guide to a full financial checkup

School of Financial Wellness

Maintaining good financial health requires regular checkups to take stock of everything from retirement savings to the status of your emergency fund.

What you get with a CERTIFIED FINANCIAL PLANNER™
Why the CERTIFIED FINANCIAL PLANNER™ Designation Matters

School of Financial Wellness

Not all financial planners are created equal. That’s why it’s important to understand what a CFP® brings to the table, and why it matters to you.

Managing your finances like the wealthy
10 Ways to Manage Your Finances Like the Wealthy

School of Financial Wellness

If you ask 100 wealthy people how they attained their fortune, you are likely to hear 100 different answers. But one point on which many of them will agree is that it’s much harder to get wealthy than it is to stay wealthy.

Your guide to helpful financial data for 2019
Key Financial Data for 2019

School of Financial Wellness

Our handy reference guide of 2019 financial data. This guide includes exemptions, deductions, tax brackets, Social Security information, Medicare benefit information and retirement plan contribution limits. It also contains useful financial information for attorneys, CPAs and other professionals.

what is so special about a certified financial planner?
CFP®: What it means – Why it’s important

School of Financial Wellness

The first step in finding the right financial advisor is to learn the basics, starting with what it means to be a Certified Financial Planner.

Meld Financial provides comprehensive wealth management solutions for our clients.
Wealth Management: Independent vs. Everyone Else

School of Financial Wellness

When the time comes to get help with wealth management, who should you trust with your nest egg? In this article we explore your options.