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.
Your 2-minute guide to a full financial checkup
April 5, 2019School of Financial Wellness
Maintaining good financial health requires regular checkups to take stock of everything from retirement savings to the status of your emergency fund.
Why the CERTIFIED FINANCIAL PLANNER™ Designation Matters
March 29, 2019School of Financial Wellness
Not all financial planners are created equal. That’s why it’s important to understand what a CFP® brings to the table, and why it matters to you.
10 Ways to Manage Your Finances Like the Wealthy
March 15, 2019School of Financial Wellness
If you ask 100 wealthy people how they attained their fortune, you are likely to hear 100 different answers. But one point on which many of them will agree is that it’s much harder to get wealthy than it is to stay wealthy.
CFP®: What it means – Why it’s important
November 8, 2018School of Financial Wellness
The first step in finding the right financial advisor is to learn the basics, starting with what it means to be a Certified Financial Planner.
Wealth Management: Independent vs. Everyone Else
August 17, 2018School of Financial Wellness
When the time comes to get help with wealth management, who should you trust with your nest egg? In this article we explore your options.
What to Consider When Choosing a Financial Advisor
July 19, 2018School 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.
State Tax Deduction or Credit for Contributions to a 529 Plan
December 17, 2016School 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.
How the West (and the Rest) Got Rich – A Summary
June 15, 2016School 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.