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.

Image of an employment status form, with the box for retirement checked and the words enjoying life written in the occupation box.
Money Management During Retirement

School of Financial Wellness

Money management during retirement can be quite different, and proper planning is critical to making the most of your savings.

Key Financial Data for 2021 by Meld Financial - This image is a screenclip of the top of the 1st page of the pdf file
Key Financial Data for 2021

School of Financial Wellness

Our handy reference guide of 2021 financial data and information related to exemptions, deductions, tax brackets, Social Security, Medicare and more.

A fishing line that has hooked a credit card with a pile of other credit cards lying on a keyboard. This is meant to indicate phishing.
COVID-19 Scams and How to Protect Yourself

School of Financial Wellness

Scammers are looking to exploit the oddity of the current COVID-19 pandemic as they use old scams in new ways to target the most vulnerable.

2021 Social Security Cost of Living Allowance [COLA] Update. Meld University Logo on top of a pen, paper with budget figures, and a calculator
Social Security Cost of Living Adjustment [COLA] for 2021

School of Social Security & Medicare

The Social Security Administration announced the Cost of Living Adjustment for 2021. Learn how this change could impact your finances.

A traffic sign with “Medicare Just Ahead” written on it meant to indicate Medicare Planning
Medicare – Are You Paying Too Much Premium?

School of Social Security & Medicare

Pat Burris, CFP® discusses Medicare and the steps you need to take to ensure you aren’t paying too much premium for your Medicare coverage.

Meld University presents COVID-19 stock market investment update
COVID-19 Update from Meld University

School of Financial Wellness

The U.S. has over 3.8 million cases of COVID-19 and over 141k deaths. Case number are escalating rapidly, again. How will this impact your investments?

A person is writing a check and counting money with a calculator. The FINANCIAL FINGERPRINT™ logo by Meld Financial is present in the bottom right-hand corner.
How Much Do I Need to Retire?

School of Financial Wellness

There is no one-size-fits-all answer. But, once you have your FINANCIAL FINGERPRINT™, you will know how much it will take to meet your retirement goals.

A pair of glasses lying on a page that reads “CARES Act” and “Coronavirus” signifying that retirement planners should consider new changes to the CARES Act
How the CARES Act Impacts Retirement Plan Rollover Rules

School of Financial Wellness

Borrowing from a retirement plan is generally viewed as a last resort. But the CARES Act gives some extra leeway for savers in these uncertain times.

A checklist of qualities to look for in a good financial advisor
The 5 Most Important Qualities to Seek in a Financial Planner

School of Financial Wellness

Looking for a good financial planner? We’ve compiled a list of the top qualities to look for as you search for the right advisor for you.