Topic: Retirement Planning
The pages and articles you find here pertain to planning a successful retirement.
Are You Retirement Ready? A Case Study
July 11, 2024School of Saving and Investing
A client believed she wasn’t financially ready to retire but a second opinion from Meld helped her enter retirement confidently.
Are You Entitled to Social Security Survivor Benefits? A Case Study
June 13, 2024School of Social Security & Medicare
A client was told he didn’t qualify for Social Security Survivor Benefits. A second opinion from Meld helped him get what he was owed.
Health Insurance for Early Retirees
May 30, 2024School of Social Security & Medicare
Health insurance is one common barrier to early retirement. Fortunately, you have options to bridge the gap until Medicare begins.
Financial Checklist for Surviving Spouses
May 23, 2024School of Financial Wellness
This simple checklist will help you keep track of the most important financial tasks you need to accomplish after losing a spouse.
How Employers Can Use the PBGC’s Missing Participant Program
May 2, 2024School of Employer Plans
The PBGC’s Missing Participant Program allows employers to ensure previous employees receive their retirement benefits.
The 10 Worst States for Retirement
March 28, 2024School of Financial Wellness
The location you choose for your retirement can have a significant impact on your costs, safety, activities, and overall happiness.
The 10 Best States for Retirement in 2024
March 21, 2024School of Financial Wellness
Where you retire can make a major impact on your retirement plan. Some states are better for retirees than others, so here’s our top 10.
The Evolution of Retirement Savings Accounts
March 15, 2024School of Saving and Investing
Retirement accounts have changed drastically from the pensions of the late 19th century to the plethora of options available today.
I Can Retire NOW? A Case Study
March 1, 2024School of Financial Wellness
Generic guidance led two of our clients to believe they needed to work another 5 years. We told them they could retire TODAY.