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.
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.
Key Financial Data 2024
January 3, 2024School of Financial Wellness
Download our 2024 financial data guide which includes information on taxes, retirement plans, Social Security, Medicare, and more.
5 Characteristics of a Quality Wealth Manager
June 15, 2023School of Financial Wellness
Looking for a quality wealth manager? We pulled together our list of the 5 most important qualities to consider during your search.
Estate Planning Checklist
June 1, 2023School of Financial Wellness
This checklist can help you craft a comprehensive estate plan that ensures your assets are distributed according to your wishes.
Long-Term Care Costs in 2023
April 20, 2023School of Financial Wellness
Long-term care costs are rising rapidly. Learn how much these services cost and how they fit into your financial plan.