Melton Wealth Partners
Matt Melton
Wealth Management Advisor|CPA, CLTC®, RICP®, ChSNC®
Your trusted partner in achieving financial peace of mind
Investing: Finding Your Balance with Asset Allocation
When investing, it's important to not focus all your efforts on one thing, or in one place or you could lose everything. This video illustrates why it's so important to spread investments across various asset classes.
Money Basics: Compound Interest 101
Compound interest is key to growing your savings and investments, but it can also be a hurdle to paying off debt. So how does it work? It's not exactly simple. Here's what compounding interest looks like in action, and what it can mean for your money goals.
Guide to Paying Down Debt
Figuring out how to pay off debt requires a solid strategy, especially if you’re juggling multiple types. Here are 5 steps to help you identify which debts should take priority on your pay-off list — so you can be debt-free.
Protect Your Income and Lifestyle
People insure their home, their car, and even their cell phone. But what about their income and lifestyle? This video highlights why it's so important to protect both and how individual disability income insurance can help.
Financial Planning: Make Your Money Work For You
Whether people have a little or a lot, the way they manage their money makes a difference. And the decisions they make today can have a tremendous impact on what they'll have tomorrow. This video highlights the five basic actions that are key to the best financial plans.
Money Basics: Create a Plan in Five Simple Steps
Many people don't have a good handle on how much money is coming in and going out each month. Watch this video to learn the five simple steps to create and follow a budget.
Calculators
Use these free interactive calculators to estimate or compare many aspects of your financial welfare. You'll find calculators to help you determine your insurance needs, retirement funding requirements, and your college savings budget. These tools can help you get a jump start on a secure financial future.
These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.