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.
Are You Retirement Ready? A Case Study
July 11, 2024School of Saving and Investing
A client believed she wasn’t financially ready to retire but a second opinion from Meld helped her enter retirement confidently.
The Power of Compound Growth in Your Portfolio
May 9, 2024School of Saving and Investing
Compounding returns is a powerful concept. By understanding this concept, you can leverage it to rapidly grow your savings.
Educational Savings Accounts: Everything You Need to Know
April 25, 2024School of Saving and Investing
When saving for your child’s college, the account you choose can impact your taxes, investment options, and chances of success.
The Evolution of Retirement Savings Accounts
March 15, 2024School of Saving and Investing
Retirement accounts have changed drastically from the pensions of the late 19th century to the plethora of options available today.
IRA Contribution Limits in 2024
November 30, 2023School of Saving and Investing
The amount you can contribute to a SEP, SIMPLE, Traditional, and Roth Individual Retirement Account will increase in 2024.
Deciding Between Cash Investments
November 2, 2023School of Saving and Investing
Bank accounts and money market funds are about as close as you can get to holding actual cash, but there are important distinctions.
The Basics of Estate Tax
August 3, 2023School of Saving and Investing
If you have a large estate, federal estate taxes – and in some cases state estate taxes – can reduce the inheritance you planned to leave.
What are Required Minimum Distributions (RMD’s)?
July 21, 2023School of Saving and Investing
Required Minimum Distributions are minimum withdrawals that must be taken from retirement accounts once you reach a certain age.
Retirement Accounts: A Comprehensive Guide
July 13, 2023School of Saving and Investing
There are so many different types of retirement accounts, it can be difficult to keep track. This handy guide makes it easy.