Topic: Wealth Management
Articles that provide tips and insights into managing wealth, including retirement planning, estate planning, tax planning, investing and financial wellness.
Important Year-End Dates for Employer Plan Sponsors
October 31, 2024School of Employer Plans
Corporate retirement plan sponsors must complete these tasks in the fourth quarter to ensure their plan remains compliant.
Do You Have Too Many Retirement Accounts? A Case Study
August 22, 2024School 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.
How to Calculate Provisional Income (a.k.a. Combined Income)
August 8, 2024School 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.
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.
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.
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.
Punxsutawney Phil: Weatherman… or Stock Analyst??
February 23, 2024School of Financial Wellness
Punxsutawney Phil is well known for weather predictions, but our research suggests he also has a knack for forecasting stocks.
Teaching Your Children About Finances
January 18, 2024School of Financial Wellness
Use these tips to teach your children about finance, budgeting, and money management in a way that resonates with them.
6 Financial New Year’s Resolutions You Should Consider
January 11, 2024School 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.