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.
Key Financial Data 2023
January 24, 2023School of Financial Wellness
Download our 2023 financial data guide which includes information on taxes, retirement plans, Social Security, Medicare, and more.
5 Important Steps to Retirement Planning
December 22, 2022School of Financial Wellness
Retirement planning is a complex process, but these 5 steps will get you on the right track to achieving your retirement goals.
What You Need to Know About Student Loan Forgiveness
November 11, 2022School of Financial Wellness
The newly established student loan forgiveness program could help you reduce your debt and lower your monthly expenses.
Could You Owe Nursing Home Bills for Your Parent?
October 27, 2022School of Financial Wellness
You probably know that long-term care costs could derail your financial plan. But did you know that there are circumstances where you could also be responsible for your parent’s nursing home bills?
Preparing Your Portfolio for Retirement
August 18, 2022School of Financial Wellness
Shifting your portfolio to defense when entering retirement can help you reduce risk and ensure your income lasts a lifetime.
Comparing the Value of Human Advisors and Robo-Advisors
July 28, 2022School of Financial Wellness
Robo-advisors are gaining popularity, but do they add as much value as their human counterparts? New research provides the answer.
How the New Tax Plan Could Impact You
June 2, 2022School of Financial Wellness
President Biden has outlined his plan for taxes in 2023 including tax increases for corporations and wealthy families.
What is Inflation?
December 10, 2021School of Financial Wellness
Inflation is an important concern for any retirement plan because it can erode purchasing power and impact investment returns.
Medicare Late Enrollment Fees and How to Avoid Them
November 12, 2021School of Financial Wellness
Most Americans are required to sign up for Medicare at 65. Know these important dates to avoid late penalties.