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.

New Years Resolutions written on sticky notes.
6 Financial New Year’s Resolutions You Should Consider
 January 9, 2025

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.
 December 19, 2024

School of Financial Wellness

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

A piggy bank and stack of coins beside a sign that says “2025”
IRA Contribution Limits in 2025
 November 7, 2024

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
 September 26, 2024

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.

A man holding two icons – one check mark and one “x” – signifying a choice
Should You Rollover Your 401(k) At Retirement?
 July 26, 2024

School of Saving and Investing

At retirement, you’ll need to decide whether to keep your savings in your 401(k) or roll them into an Individual Retirement Account.

The U.S. Capitol building symbolizing government policy
Monetary Vs. Fiscal Policy
 June 27, 2024

School of Financial Wellness

Monetary and fiscal policy are two methods that the federal government and the Federal Reserve use to influence the economy.

Compound growth represented by plants growing from blocks that become progressively larger with an arrow tracking upward progress.
The Power of Compound Growth in Your Portfolio
 May 9, 2024

School of Saving and Investing

Compounding returns is a powerful concept. By understanding this concept, you can leverage it to rapidly grow your savings.

A child sitting behind a jar of money with the word college taped on the jar.
Educational Savings Accounts: Everything You Need to Know
 April 25, 2024

School of Saving and Investing

When saving for your child’s college, the account you choose can impact your taxes, investment options, and chances of success.

A teenager holding a piggy bank.
Teaching Your Children About Finances
 January 18, 2024

School of Financial Wellness

Use these tips to teach your children about finance, budgeting, and money management in a way that resonates with them.