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School of Financial Planning

Financial Professional Mark McGarvey of Meld Financial

Why Having a Financial Professional Matters

Do you need an advisor to help you make wise decisions about your retirement savings or other investments? This article explains how an advisor can help you determine what’s important for your financial well-being.

man chasing money flying away, trying to catch with net

For Retirement, Income Matters as Much as Savings

An essential component of planning for retirement is determining where you’ll get income from to live on. This article lists six retirement income sources, besides Social Security. How many of them do you have?


Avoiding the Money Pitfalls of Past Generations

Your parents may have passed along to you some great financial skills, but their skills may not get you where you need to be at your retirement. A good financial plan can help you determine the best steps for you to take for a secure financial future. Click the image below to read our latest article and learn more.

2018 Key Financial Data

Key Financial Data for 2018

A handy reference guide of 2018 financial data including new tax brackets, exemptions, deductions, retirement plan contribution limits, and Social Security and Medicare benefit information. This guide also provides key financial information for CPAs, attorneys and other professionals.

Your 2018 financial to do list

Your 2018 Financial To-Do List

Are you wondering what strategies you should use in 2018 to help improve your financial well being? In this week’s article we list things you can do for your future as the year unfolds.


Tell Your Beneficiaries About Your Accounts and Policies

You may want to take some time during the holiday season when you see your family members to make sure they know where your important documents are kept. We hope this article will help you review your beneficiary decisions and communicate key information to your family.

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