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 Best States for Taxes
November 3, 2021School 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.
How Inflation Impacts Your Retirement Plan
August 12, 2021School 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.
Money Management During Retirement
June 8, 2021School of Financial Wellness
Money management during retirement can be quite different, and proper planning is critical to making the most of your savings.
Financial Dos and Don’ts During a Pandemic
December 29, 2020School 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.
Financial Tips to Help You Weather the Pandemic
December 22, 2020School of Financial Wellness
The massive changes to our daily lives caused by the pandemic also gives good reason to reevaluate our financial decisions.
COVID-19 Scams and How to Protect Yourself
November 12, 2020School 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.
Required Rate of Return – The Key to Your Retirement
August 26, 2020School 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.
COVID-19 Update from Meld University
July 21, 2020School 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?
How Much Do I Need to Retire?
July 7, 2020School 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.