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.

A couple reviewing their debts
How Does Debt Affect Your Retirement Plan?

School 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.

Different sized homes
Downsizing Your Home for Retirement: Is It Worth It?

School of Financial Wellness

Conventional wisdom suggests downsizing your home when you retire, but this strategy could come with unexpected costs today.

The Meld Financial building
The Meld Client Experience: What to Expect in Year 1

School of Financial Wellness

At Meld Financial, our simple onboarding process helps new clients get a head start on achieving their retirement goals.

The Meld Financial team
What Makes Meld Unique? Our Team Approach.

School of Financial Wellness

At Meld Financial, our team of professionals blends diverse specialties and perspectives to help our clients achieve success.

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.