School of Saving and Investing
The School of Savings & Investing, presented by Meld University, conducts classes and publishes articles to help you stay abreast of the world of investing.
Alabama Retirees Could See Lower State Taxes in 2023
September 16, 2022School of Saving and Investing
The Lynn Greer Retirement Income Tax Cut Act of 2022 could provide state tax savings for Alabama retirees beginning in 2023.
Retiring in Bear Market
August 5, 2022School of Saving and Investing
Successfully navigating a bear market can be difficult for all investors, especially those preparing to enter retirement.
Planning for Long-Term Care Expenses
May 12, 2022School of Saving and Investing
Long-term care is costly and more common than many believe. So, it is important to account for these expenses in your financial plan.
Why Couples and Widow(er)s Should Meet with a Financial Advisor
April 7, 2022School of Saving and Investing
Working with a financial advisor can help couples create an estate plan and help widow(er)s deal with new financial burdens.
How the Geopolitical Environment Impacts Investments
March 31, 2022School of Saving and Investing
Find out how geopolitical risk can impact investment performance and what actions investors can take to mitigate the negative effects.
3 Ways to Reduce Your 2021 Taxes Before the Deadline
March 24, 2022School of Saving and Investing
Reduce your 2021 tax burden with these last-minute strategies that you can employ before the April 18 tax filing deadline.
How Could Inflation and Rising Rates Impact Your Investments
March 10, 2022School of Saving and Investing
Inflation and rising rates can impact the performance of your portfolio, but careful planning can help mitigate these risks.
What are Required Minimum Distributions (RMD’s)?
February 17, 2022School of Saving and Investing
Required Minimum Distributions (RMD’s) are minimum withdrawals that must be made once a retirement account holder passes a certain age.
Why Should I Have Bonds in My Portfolio?
February 9, 2022School of Saving and Investing
Bonds are debt instruments that pay investors a steady stream of income in return for their cash up front. But income is only one of the benefits that bonds can add to a portfolio. In today’s economic environment, many investors are concerned with how monetary policy will affect their bond positions. That’s because inflation typically… Read more »
