Topic: Financial Planning

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.

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

School of Financial Wellness

The U.S. has over 1.8 million cases of COVID-19 and over 106k deaths. But recently, some data has been encouraging. How will this impact your investments?

Key Financial Data for 2020 by Meld Fiancial - This image is a screenclip of the top of the 1st page of the pdf file
Key Financial Data for 2020

School of Financial Wellness

Our handy reference guide of 2020 financial data and information related to exemptions, deductions, tax brackets, Social Security, Medicare and more.

Be prepared for the new year with our year-end financial checklist.
Year-End Financial Checklist

School of Financial Wellness

Be prepared with our year-end financial checklist. Inside, we review 5 of the most important financial items to consider before year end.

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.

A guide to maintaining your financial health
Your 2-minute guide to a full financial checkup

School of Financial Wellness

Maintaining good financial health requires regular checkups to take stock of everything from retirement savings to the status of your emergency fund.

What you get with a CERTIFIED FINANCIAL PLANNER™
Why the CERTIFIED FINANCIAL PLANNER™ Designation Matters

School of Financial Wellness

Not all financial planners are created equal. That’s why it’s important to understand what a CFP® brings to the table, and why it matters to you.

Your guide to helpful financial data for 2019
Key Financial Data for 2019

School of Financial Wellness

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.

College Savings Plan - 529 Plan - Educational IRA - UGMA - UTMA
College Savings 101: Which plan is right for you?

School of Saving and Investing

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?