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.

A person holding a debit card labeled “HSA” and a stethoscope
HSA Contribution Limits In 2026

School 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.

Meld Financial Key Financial Data 2025
Key Financial Data 2025

School of Financial Wellness

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

A retired couple dancing on the beach beside a checklist
Preparing For Retirement Checklist

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.

The Meld Financial building
The Meld Client Experience: What to Expect in Year 1

School of Financial Wellness

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

New Years Resolutions written on sticky notes.
6 Financial New Year’s Resolutions You Should Consider

School of Financial Wellness

Adding these 6 goals to your New Year’s Resolutions can help improve your finances and set you up for future success.

The Meld Financial team
What Makes Meld Unique? Our Team Approach.

School of Financial Wellness

At Meld Financial, our team of professionals blends diverse specialties and perspectives to help our clients achieve success.

Year End Financial Checklist provided by MeldU represented by a series of checkboxes and a pen with MeldU Logo
Year-End Financial Checklist

School 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.

A piggy bank and stack of coins beside a sign that says “2025”
IRA Contribution Limits in 2025

School 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.

HSA contribution limits represented by a piggy bank and jar labeled "HSA"
HSA Contribution Limits In 2025

School of Saving and Investing

After an annual inflation adjustment, the amount you can contribute to a health savings account will increase for tax year 2025.