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.

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
 June 8, 2021

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
 November 12, 2020

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
 October 30, 2020

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?
 October 6, 2020

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.

Meld University presents COVID-19 stock market investment update
COVID-19 Update from Meld University
 July 21, 2020

School of Financial Wellness

The U.S. has over 3.8 million cases of COVID-19 and over 141k deaths. Case number are escalating rapidly, again. How will this impact your investments?

A person is writing a check and counting money with a calculator. The Financial Fingerprint® logo by Meld Financial is present in the bottom right-hand corner.
How Much Do I Need to Retire?
 July 7, 2020

School of Financial Wellness

There is no one-size-fits-all answer. But, once you have your Financial Fingerprint®, you will know how much it will take to meet your retirement goals.

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
 June 25, 2020

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.

A guide to maintaining your financial health
Your 2-minute guide to a full financial checkup
 April 5, 2019

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
 March 29, 2019

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.