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School of Financial Planning

Senior Ladies Hiking the Countryside

What Women Shouldn’t Retire Without

Women typically live longer than men, so they especially need to make wise decisions when it comes to claiming their Social Security benefits, investing and spending their retirement nest egg. This article provides some insights to consider.

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Early Retirement - Next Exit

The Retirement Mindgame

Planning on retiring early? Your perceived retirement date could have a significant impact on your financial well-being. This article provides some insights on things to consider if you are targeting an early retirement date.

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Estate Planning Checklist

An Estate Planning Checklist

Here’s a simple Estate Planning checklist, but do-it-yourself is not recommended. Join us on May 15, 2018 from 5:45 to 7:30 PM at the Birmingham Botanical Gardens as Lynn Campisi, J.D., LL.M, a Certified Elder Law Attorney, will be our guest speaker on Estate Planning.

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School of Social Security & Medicare

road sign that reads 'taxes ahead'

Your Social Security Benefits & Your Provisional Income

Did you know that a portion of your Social Security benefit will more than likely be taxable? This article explains how much of your benefit will be subject to federal income tax.

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social-security-online-account

Why You Should Have an Online Social Security Account

Cybersecurity is becoming more and more important every day. To help keep potential cybercrooks from establishing an online Social Security account in your name, everyone should log on to the Social Security Administration website and establish a MySSA account. This article tells you how and why.

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Medicare - if you are 64 you should prepare

Now 64? Prepare to Sign Up for Medicare.

Are you close to turning age 65 and wondering about signing up for Medicare? This article provides some insights about if and when you need to enroll.

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School of Investments

News by the Numbers

News by the Numbers

Wondering when the next recession could begin or how much the price of gas has risen? Look at these noteworthy figures to find out.

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market volatility guage

Keeping This Correction in Perspective

Is the current volatility in the stock market a good thing? This article from mid-February shares five reasons why it just may be.

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retirement fund jar tipped over and spilling money

Try the Bucket Approach

With the swings in the stock market we’ve been experiencing lately, using a bucket approach to manage your retirement nest egg may give you peace of mind. This article tells you how.

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School of Institutional Plans

IRS Provides Guidelines for Safe-Harbor Hardship Distributions from 401(k) Plans

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2017 Retirement Plan Limits

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Upcoming Retirement Plan Deadlines

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Weekly Economic Update

Meld Financial - Weekly Economic Update

Weekly Economic Update

Fed Moves | New Tariffs | Yearly Inflation Reaches 2.8% | Impressive Advance for Retail Sales | Mixed Week for Major Indices | Weekly Riddle, Quote & Tip

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Meld Financial - Weekly Economic Update

Weekly Economic Update

100 Months of Growth for Service Businesses | Q2 GDP Outlook Brightens | Social Security to Tap Its Reserves | NASDAQ Attains Record Territory Again | Weekly Riddle, Quote & Tip

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Meld Financial - Weekly Economic Update

Weekly Economic Update

Hiring, Household Spending Strengthen | Consumer Confidence Rebounds | Factory Sector Continues to Boom | Wall Street Shrugs at New Import Taxes | Weekly Riddle, Quote and Tip

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