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.
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.
How the CARES Act Impacts Retirement Plan Rollover Rules
June 25, 2020School of Financial Wellness
Borrowing from a retirement plan is generally viewed as a last resort. But the CARES Act gives some extra leeway for savers in these uncertain times.
Coronavirus (Covid-19) and Your Investments
March 2, 2020School of Financial Wellness
The coronavirus outbreak is only about two months old, so it is premature to discuss how this potential pandemic will play out.
Mentally Preparing for Retirement
October 18, 2019School of Financial Wellness
When planning for retirement you often think of the necessary financial resources. On the other hand, few have considered the mental challenges.
Retirement Planning Pitfalls
October 11, 2019School of Financial Wellness
We’ve identified the 4 biggest mistakes people make when planning for retirement. Take 2 minutes to make sure you’re avoiding these retirement planning pitfalls.
How Much Will You Spend on Medical Expenses in Retirement?
September 18, 2019School of Financial Wellness
Out of pocket medical expenses in retirement have been estimated by the EBRI to be in excess of $350,000 for many couples, a shocking figure for most.
Common Retirement Planning Questions
July 19, 2019School of Financial Wellness
The amount of money you need to retire depends on many factors. In this article we focus on those factors that can impact your retirement plan the most.
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.