Topic: Wealth Management

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

A December calendar with the face of a clock overlaid
Important Year-End Dates for Employer Plan Sponsors

School of Employer Plans

Corporate retirement plan sponsors must complete these tasks in the fourth quarter to ensure their plan remains compliant.

An investor overwhelmed by too many retirement account statements
Do You Have Too Many Retirement Accounts? A Case Study

School of Saving and Investing

A couple came to Meld with nearly 20 retirement accounts. We created a unified plan that provided simplicity and peace of mind.

A person looking at a chalkboard filled with complex mathematical calculations. This is meant to represent calculating provisional income or combined income.
How to Calculate Provisional Income (a.k.a. Combined Income)

School of Social Security & Medicare

Your provisional income determines if Social Security benefits are taxable, so it is important to know how to calculate this figure.

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.