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.
Early Retirement: Can You Do It?
April 22, 2025School 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, 2025School 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, 2025School 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, 2025School 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, 2025School 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, 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.