Topic: Financial Planning

Key Financial Data 2025

July 17, 2025

School of Financial Wellness

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

The 5 Most Important Qualities to Seek in a Financial Planner

June 6, 2025

School of Financial Wellness

Looking for a financial planner? We’ve compiled a list of the top qualities to consider in your search for the right advisor.

Early Retirement: Can You Do It?

April 22, 2025

School of Saving and Investing

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

Preparing For Retirement Checklist

March 27, 2025

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.

Types of Ownership for Brokerage Accounts

March 20, 2025

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 Client Experience: What to Expect in Year 1

February 27, 2025

School of Financial Wellness

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

3 Ways to Reduce Your 2024 Taxes Before the Deadline

February 14, 2025

School of Financial Wellness

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

What Makes Meld Unique? Our Team Approach.

December 19, 2024

School 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, 2024

School of Social Security & Medicare

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