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Financial Planning Archives

Your guide to helpful financial data for 2019

Key Financial Data for 2019

Our handy reference guide of 2019 financial data. This guide includes exemptions, deductions, tax brackets, Social Security information, Medicare benefit information and retirement plan contribution limits. It also contains useful financial information for attorneys, CPAs and other professionals.

Be prepared for 2019 with our year-end financial checklist.

Year-End Financial Checklist – 2018

Be prepared for 2019 with our year-end financial checklist. Inside, we review 5 of the most important financial items to consider before time runs out on 2018.

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.

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