Topic: Wealth Management
Articles that provide tips and insights into managing wealth, including retirement planning, estate planning, tax planning, investing and financial wellness.
How the New Tax Plan Could Impact You
June 2, 2022School of Financial Wellness
President Biden has outlined his plan for taxes in 2023 including tax increases for corporations and wealthy families.
Why Should I Have Bonds in My Portfolio?
February 9, 2022School of Saving and Investing
Bonds are debt instruments that pay investors a steady stream of income in return for their cash up front. But income is only one of the benefits that bonds can add to a portfolio. In today’s economic environment, many investors are concerned with how monetary policy will affect their bond positions. That’s because inflation typically… Read more »
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Social Security Cost-of-Living Adjustment [COLA] for 2022
October 15, 2021School of Social Security & Medicare
The Social Security Administration announced the Cost-of-Living Adjustment for 2022. Learn how this change could impact your finances.
Money Management During Retirement
June 8, 2021School of Financial Wellness
Money management during retirement can be quite different, and proper planning is critical to making the most of your savings.
Financial Dos and Don’ts During a Pandemic
December 29, 2020School of Financial Wellness
2020 has changed our lives dramatically, but it’s important to maintain financial discipline. These tips will help you stay on track.
Financial Tips to Help You Weather the Pandemic
December 22, 2020School of Financial Wellness
The massive changes to our daily lives caused by the pandemic also gives good reason to reevaluate our financial decisions.
![2021 Social Security Cost of Living Allowance [COLA] Update. Meld University Logo on top of a pen, paper with budget figures, and a calculator](https://meldfinancial.com/wp-content/uploads/2021-cola-1200x630.png)
Social Security Cost of Living Adjustment [COLA] for 2021
October 30, 2020School of Social Security & Medicare
The Social Security Administration announced the Cost of Living Adjustment for 2021. Learn how this change could impact your finances.
How Much Do I Need to Retire?
July 7, 2020School 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.
Your 2-minute guide to a full financial checkup
April 5, 2019School 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.