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School of Financial Planning

Estate Planning - Probate - Wills - Trusts - Power of Attorney

Talking to Your Heirs About Your Estate Plan

Only 42% of Americans have drawn up a will and estate plan. Far fewer have shared these documents with their heirs. What about you? Are your estate planning documents in place and up-to-date? Do your heirs know where they are and what steps to take at your passing? Read this article to find out if you are prepared.

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what to keep? shredded paper with "confidential"

What Documents Should You Keep for the IRS?

As you were gathering your records to prepare your 2017 taxes, you may have wondered exactly what you need to keep and for how long. This article provides some guidance.

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Are you ready for retirement - $100 bills

How Retirement Spending Changes With Time

Are you getting close to retirement and wondering what your spending patterns will be once in retirement? This article provides some insights.

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School of Social Security & Medicare

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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social security card and 1040 form

When Is Social Security Income Taxable?

Did you know that Social Security benefits are taxable to many Americans? Read our latest article for details. You can learn even more by attending our Educational Workshop, “Savvy Social Security Planning”, on January 30, 2018 at the Birmingham Botanical Gardens from 5:45 p.m. to 7:30 p.m. There is no cost to attend and a light supper will be provided. Registration available in this article.

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man at crossroads - fact vs myth - social security

Social Security: Myths vs. Facts

There are a lot of myths and misunderstandings about Social Security. This article addresses a few of them. Learn the facts and obtain a better understanding about Social Security at our next Educational Workshop, “Savvy Social Security Planning”, on January 30, 2018. See post for details.

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School of Investments

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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market plunge chart

The Dow Dropped. Do Not Drop Out of the Market.

Although it’s been a while since we’ve experienced market volatility like we have this year, corrections in the stock market occur. This article provides some insights on the recent corrections and how it compares, historically.

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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

Consumers bought more in March | Construction Activity Increases | Industrial Output Rises 0.5% | Gains on Wall Street | Weekly Riddle, Tip and Quote

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Meld Financial - Weekly Economic Update

Weekly Economic Update

Consumer Sentiment Index Descends Slightly | Surprise Retreat for Headline CPI | Oil Soars as Possibility of Syria Strike Looms | Stocks Climb as Earnings Season Begins | Weekly Riddle, Quote and Tip

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Meld Financial - Weekly Economic Update

Weekly Economic Update

Hiring Weakened in March | Trade Tensions Persist | ISM Indices: Another Impressive Month | April Begins with Volatility | Weekly Riddle, Quote and Tip

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