Topic: Investing
Articles that provide insights on investing, including news, tips and other information designed to help you stay up to date and on top of your strategy.
Managing a Financial Windfall: Bonus, Settlement, Inheritance, or Lottery Winnings
December 23, 2025School of Saving and Investing
A financial windfall, from a bonus, settlement, inheritance, or even winning lottery ticket, requires a unique approach.
Year-End Financial Checklist
December 18, 2025School of Financial Wellness
This simple checklist covers the tasks that you need to complete at year-end to start the new year in a strong financial position.
IRA Contribution Limits in 2026
December 11, 2025School of Saving and Investing
The maximum contribution to a Traditional or Roth IRA will rise in 2026 along with limits for employer SIMPLE and SEP IRAs.
Evaluating Your Cash Holdings as Interest Rates Decline
October 30, 2025School of Saving and Investing
Holding cash may have been prudent when interest rates were high, but your investment plan might need to change as rates decline.
How to Make Retirement Income Last a Lifetime
September 25, 2025School of Saving and Investing
A sustainable financial plan includes strategies to ensure that assets generate sufficient income to fund a decades-long retirement.
HSA Contribution Limits In 2026
September 11, 2025School of Saving and Investing
The IRS recently announced higher limits for HSAs in 2026 which will help investors cover medical costs and lower their tax bills.
Key Financial Data 2025
July 17, 2025School of Financial Wellness
Download our 2025 financial data guide which includes information on taxes, retirement plans, Social Security, Medicare, and more.
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.
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.