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.

papers and a scale - choosing a financial advisor, like any financial decision, can be daunting
What to Consider When Choosing a Financial Advisor

School of Financial Wellness

Don’t let your emotions get in the way when choosing a financial advisor. Our president, Mark McGarvey provides some tips to help you make a smart choice.

Person holding piggy bank with 529 plan written on it with hundred dollar bills in the background.
State Tax Deduction or Credit for Contributions to a 529 Plan

School of Financial Wellness

As we approach year-end, don’t overlook the State tax deduction or credit for contributions to a 529 plan. You may be eligible for a lower Alabama taxes.

New York City skyline at night - how the west and the rest got rich
How the West (and the Rest) Got Rich – A Summary

School of Financial Wellness

In our very political environment that continually reminds us how bad things are for so many Americans, everyone should read the article summarized here.