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.
What Makes Meld Unique? Our Team Approach.
December 19, 2024School of Financial Wellness
At Meld Financial, our team of professionals blends diverse specialties and perspectives to help our clients achieve success.
Medicare Premiums and Coinsurance in 2025
November 18, 2024School of Social Security & Medicare
The Centers for Medicare & Medicaid Services recently announced the costs for Medicare premiums and coinsurance in 2025.
IRA Contribution Limits in 2025
November 7, 2024School 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.
2025 Social Security COLA Announced
October 11, 2024School of Social Security & Medicare
The Social Security Administration recently announced the 2025 Cost-of-Living Adjustment, better known as the annual COLA.
Health Insurance for Early Retirees
May 30, 2024School of Social Security & Medicare
Health insurance is one common barrier to early retirement. Fortunately, you have options to bridge the gap until Medicare begins.
Financial Checklist for Surviving Spouses
May 23, 2024School 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.
Educational Savings Accounts: Everything You Need to Know
April 25, 2024School 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.
Punxsutawney Phil: Weatherman… or Stock Analyst??
February 23, 2024School of Financial Wellness
Punxsutawney Phil is well known for weather predictions, but our research suggests he also has a knack for forecasting stocks.
Key Financial Data 2024
January 3, 2024School of Financial Wellness
Download our 2024 financial data guide which includes information on taxes, retirement plans, Social Security, Medicare, and more.