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.
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.
What Makes Meld Unique? Our Team Approach.
December 19, 2024School of Financial Wellness
At Meld Financial, our team of professionals blends diverse specialties and perspectives to help our clients achieve success.
IRA Contribution Limits in 2025
November 7, 2024School 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 In 2025
September 26, 2024School 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.
Should You Rollover Your 401(k) At Retirement?
July 26, 2024School 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.
Monetary Vs. Fiscal Policy
June 27, 2024School of Financial Wellness
Monetary and fiscal policy are two methods that the federal government and the Federal Reserve use to influence the economy.
The Power of Compound Growth in Your Portfolio
May 9, 2024School of Saving and Investing
Compounding returns is a powerful concept. By understanding this concept, you can leverage it to rapidly grow your savings.