Topic: Financial Planning

Articles that give you the latest insights into financial planning, including news, tips and other information intended to help you plan your finances.

A retiree selecting a health insurance plan represented by a button with a medical cross surrounded by other healthcare icons.
Health Insurance for Early Retirees

School of Social Security & Medicare

Health insurance is one common barrier to early retirement. Fortunately, you have options to bridge the gap until Medicare begins.

A man with a laptop marking tasks complete on a digital checklist.
Financial Checklist for Surviving Spouses

School of Financial Wellness

This simple checklist will help you keep track of the most important financial tasks you need to accomplish after losing a spouse.

A child sitting behind a jar of money with the word college taped on the jar.
Educational Savings Accounts: Everything You Need to Know

School 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.

A groundhog holding a cell phone.
Punxsutawney Phil: Weatherman… or Stock Analyst??

School of Financial Wellness

Punxsutawney Phil is well known for weather predictions, but our research suggests he also has a knack for forecasting stocks.

A man filing 2023 taxes online
3 Ways to Reduce Your 2023 Taxes Before the Deadline

School of Financial Wellness

Consider these three last-minute strategies to reduce your 2023 income tax burden before the April 15th filing deadline.

Meld Financial Key Financial Data for 2024
Key Financial Data 2024

School of Financial Wellness

Download our 2024 financial data guide which includes information on taxes, retirement plans, Social Security, Medicare, and more.

Stacks of coins next to a piggy bank.
IRA Contribution Limits in 2024

School of Saving and Investing

The amount you can contribute to a SEP, SIMPLE, Traditional, and Roth Individual Retirement Account will increase in 2024.

Medicare Premiums and Coinsurance Raised for 2024

School of Social Security & Medicare

The Centers for Medicare & Medicaid Services recently announced higher Medicare premiums and coinsurance costs for 2024.

A retiree standing on a stack of coins representing the cost of living increase.
Social Security COLA Announced for 2024

School of Social Security & Medicare

The Social Security Administration recently announced benefit increases from the annual Cost-of-Living Adjustment [COLA].