Topic: Wealth Management
Articles that provide tips and insights into managing wealth, including retirement planning, estate planning, tax planning, investing and financial wellness.
What Makes Meld Unique? Our Team Approach.
December 19, 2024School of Financial Wellness
At Meld Financial, our team of professionals blends diverse specialties and perspectives to help our clients achieve success.
401(k) Contribution Limits in 2025
November 19, 2024School of Saving and Investing
A 401(k) is an excellent way to save for retirement and you will be able to contribute even more in 2025.
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.
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.
401(k) Contribution Limits in 2024
November 16, 2023School 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.