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.

A hand touching a digital screen with the word Bonds, indicating the article is centered around why you should hold bonds in your portfolio.
Why Should I Have Bonds in My Portfolio?

School of Saving and Investing

Bonds are debt instruments that pay investors a steady stream of income in return for their cash up front. But income is only one of the benefits that bonds can add to a portfolio. In today’s economic environment, many investors are concerned with how monetary policy will affect their bond positions. That’s because inflation typically… Read more »

A Financial Advisor with a digital graphic overlay indicating timing of Medicare sign up to avoid penalties.
Medicare Late Enrollment Fees and How to Avoid Them

School of Financial Wellness

Most Americans are required to sign up for Medicare at 65. Know these important dates to avoid late penalties.

A chart showing high taxes meant to indicate the article is about the 10 worst states for taxes.
The 10 Worst States for Taxes

School of Financial Wellness

State taxes provide important services but can be a burden for those citizens paying them. Find out which states have the lowest taxes.

The word tax written on wooden blocks meant to represent state taxes.
The 10 Best States for Taxes

School of Financial Wellness

State taxes provide important services but can be a burden for those paying them. Find out which states have the lowest taxes.

2022 Social Security Cost-of-Living Adjustment [COLA]
Social Security Cost-of-Living Adjustment [COLA] for 2022

School of Social Security & Medicare

The Social Security Administration announced the Cost-of-Living Adjustment for 2022. Learn how this change could impact 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.

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.