Topic: Wealth Management

Wealth managers are key to your investment strategy.
5 Characteristics of a Quality Wealth Manager

School of Financial Wellness

Looking for a good wealth manager? We pulled together our list of the 5 most important qualities to look for as you start your search.

A guide to maintaining your financial health
Your 2-minute guide to a full financial checkup

School of Financial Wellness

Maintaining good financial health requires regular checkups to take stock of everything from retirement savings to the status of your emergency fund.

Managing your finances like the wealthy
10 Ways to Manage Your Finances Like the Wealthy

School of Financial Wellness

If you ask 100 wealthy people how they attained their fortune, you are likely to hear 100 different answers. But one point on which many of them will agree is that it’s much harder to get wealthy than it is to stay wealthy.

Meld Financial provides comprehensive wealth management solutions for our clients.
Wealth Management: Independent vs. Everyone Else

School of Financial Wellness

When the time comes to get help with wealth management, who should you trust with your nest egg? In this article we explore your options.

Doctor listening to a piggy bank with a stethoscope - social security questions
Top 6 Questions Doctors Ask When Filing for Social Security

School of Social Security & Medicare

Physicians and other high earners often overlook their Social Security benefits. It may be a small amount compared to your retirement account, but noone wants to leave money on the table.