Topic: Wealth Management

Articles that provide tips and insights into managing wealth, including retirement planning, estate planning, tax planning, investing and financial wellness.

A retired woman relaxing on a sofa
Are You Retirement Ready? A Case Study

School 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.

A man with a laptop marking tasks complete on a digital checklist.
Financial Checklist for Surviving Spouses

School 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.

The 10 Best States for Retirement in 2024

School 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.

A groundhog holding a cell phone.
Punxsutawney Phil: Weatherman… or Stock Analyst??

School of Financial Wellness

Punxsutawney Phil is well known for weather predictions, but our research suggests he also has a knack for forecasting stocks.

A teenager holding a piggy bank.
Teaching Your Children About Finances

School of Financial Wellness

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

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.

Increasing contribution limits to 401k written on a note pad that is laying on an American flag.
401(k) Contribution Limits in 2024

School of Employer Plans

The IRS recently announced increases in the amount you and your employer can contribute to your 401(k) or similar plan in 2024.

2024 plans
Important Year-End Dates for Employer Plan Sponsors and 2024 Checklist

School of Employer Plans

Corporate retirement plan sponsors must complete these tasks by the end of 2023 and begin preparing for required tasks in 2024.

A choice between cash investments represented by a man standing at a fork in the road.
Deciding Between Cash Investments

School of Saving and Investing

Bank accounts and money market funds are about as close as you can get to holding actual cash, but there are important distinctions.