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 calendar with a date labeled “retire”
Early Retirement: Can You Do It?

School of Saving and Investing

Early retirement allows you to pursue passions without career constraints. Answering these questions determines if it is feasible.

A retired couple dancing on the beach beside a checklist
Preparing For Retirement Checklist

School of Saving and Investing

This downloadable checklist covers the important factors you need to consider in each stage of life to prepare for retirement.

A couple managing a joint brokerage account
Types of Ownership for Brokerage Accounts

School of Saving and Investing

You have options to define the ownership of brokerage assets, and the choice determines access to funds, taxes, and inheritance.

The Meld Financial building
The Meld Client Experience: What to Expect in Year 1

School of Financial Wellness

At Meld Financial, our simple onboarding process helps new clients get a head start on achieving their retirement goals.

A man filing 2023 taxes online
3 Ways to Reduce Your 2024 Taxes Before the Deadline

School of Financial Wellness

Consider these three last-minute strategies to reduce your 2024 income tax burden before the April 15th filing deadline.

Meld Financial Key Financial Data 2025
Key Financial Data 2025

School of Financial Wellness

Download our 2025 financial data guide which includes information on taxes, retirement plans, Social Security, Medicare, and more.

The Meld Financial team
What Makes Meld Unique? Our Team Approach.

School of Financial Wellness

At Meld Financial, our team of professionals blends diverse specialties and perspectives to help our clients achieve success.

A clipboard with a document detailing the parts of Medicare
Medicare Premiums and Coinsurance in 2025

School of Social Security & Medicare

The Centers for Medicare & Medicaid Services recently announced the costs for Medicare premiums and coinsurance in 2025.

A piggy bank and stack of coins beside a sign that says “2025”
IRA Contribution Limits in 2025

School of Saving and Investing

The IRS recently announced tax year 2025 contribution limits for traditional and Roth IRAs as well as SIMPLE and SEP IRAs.