Topic: Wealth Management

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

A person is writing a check and counting money with a calculator. The FINANCIAL FINGERPRINT™ logo by Meld Financial is present in the bottom right-hand corner.
How Much Do I Need to Retire?

School of Financial Wellness

There is no one-size-fits-all answer. But, once you have your FINANCIAL FINGERPRINT™, you will know how much it will take to meet your retirement goals.

What are Required Minimum Distributions (RMD’s)?
What are Required Minimum Distributions (RMD’s)?

School of Financial Wellness

Required Minimum Distributions (RMD’s) are minimum withdrawals that must be made once a retirement account holder passes a certain age.

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.