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 word tax written on wooden blocks meant to represent state taxes.
The 10 Best States for Taxes

School of Financial Wellness

State taxes provide important services but can be a burden for those paying them. Find out which states have the lowest taxes.

A twenty-dollar bill has the number 20 scratched out in red and replaced with a 19 to indicate the loss of purchasing power associated with inflation.
How Inflation Impacts Your Retirement Plan

School of Financial Wellness

Rising prices can impact the amount of income you need in retirement, but planning properly can help ease the burden of inflation.

Image of an employment status form, with the box for retirement checked and the words enjoying life written in the occupation box.
Money Management During Retirement

School of Financial Wellness

Money management during retirement can be quite different, and proper planning is critical to making the most of your savings.

Lightbulbs and a notebook with do and don’t written on it.
Financial Dos and Don’ts During a Pandemic

School of Financial Wellness

2020 has changed our lives dramatically, but it’s important to maintain financial discipline. These tips will help you stay on track.

A magnifying glass lying on a paper with line charts and text reading “Financial Tips”.
Financial Tips to Help You Weather the Pandemic

School of Financial Wellness

The massive changes to our daily lives caused by the pandemic also gives good reason to reevaluate our financial decisions.

A fishing line that has hooked a credit card with a pile of other credit cards lying on a keyboard. This is meant to indicate phishing.
COVID-19 Scams and How to Protect Yourself

School of Financial Wellness

Scammers are looking to exploit the oddity of the current COVID-19 pandemic as they use old scams in new ways to target the most vulnerable.

A stack of paper containing charts with a calculator pen and keyboard – indicating calculation of Required Rate of Return (RRoR™)
Required Rate of Return – The Key to Your Retirement

School of Financial Wellness

Your Required Rate of Return [RRoR™] is a single metric, just one percentage value, that can be the ultimate guide to your retirement investing strategy.

Meld University presents COVID-19 stock market investment update
COVID-19 Update from Meld University

School of Financial Wellness

The U.S. has over 3.8 million cases of COVID-19 and over 141k deaths. Case number are escalating rapidly, again. How will this impact your investments?

A person is writing a check and counting money with a calculator. The Financial Fingerprint® logo by Meld Financial is present in the bottom right-hand corner.
How Much Do I Need to Retire?

School of Financial Wellness

There is no one-size-fits-all answer. But, once you have your Financial Fingerprint®, you will know how much it will take to meet your retirement goals.