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Financial Planning Archives

College Savings Plan - 529 Plan - Educational IRA - UGMA - UTMA

College Savings 101: Which plan is right for you?

The multitude of college savings options can be overwhelming. There are a lot of plans available, each with their own set of pros and cons. So how do you create a strategy that maximizes your college savings?

what is so special about a certified financial planner?

CFP®: What it means – Why it’s important

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.

Retirement Planning Pitfalls

Retirement Planning Pitfalls

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.

Retirement planning over 60 - the Meld Financial way with Situational Investing

Retirement Planning After 60

What’s the most important thing to consider in retirement planning after age 60? We answer this question and more in our latest article.

Meld Financial provides comprehensive wealth management solutions for our clients.

Wealth Management: Independent vs. Everyone Else

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.

choosing a financial advisor, like any financial decision, can be daunting

What to consider when choosing a financial advisor

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.

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