The Meld Advantage
Your Financial FingerprintTM
What is a Financial FingerprintTM?
A Financial Fingerprint is best described as a detailed map of your unique financial situation. Every individual or family has their own profile of income, expenses, savings and goals. By developing your Financial FingerprintTM, we will understand your financial situation in detail, so we can help you make the best decisions for your retirement and your future.
Latest Articles
Key Financial Data for 2020
April 1, 2020School of Financial Wellness
Our handy reference guide of 2020 financial data and information related to exemptions, deductions, tax brackets, Social Security, Medicare and more.
Social Security and the Earnings Test
March 17, 2020School of Social Security & Medicare
When you claim Social Security benefits prior to your SS Full Retirement Age and continue to work, your benefits will be subject to the earnings test.
Coronavirus (Covid-19) and Your Investments
March 2, 2020School of Financial Wellness
The coronavirus outbreak is only about two months old, so it is premature to discuss how this potential pandemic will play out.
Meld University is a collection of articles, seminars and videos, curated by the professionals at Meld Financial, that are designed to educate you on a wide range of financial topics. The only cost is your time!
Upcoming Meld University Events
Rollover and Play Dead. Does Your Estate Plan Really Work?
When: Tuesday, April 21, 2020 from 3:00 PM to 4:30 PM
Where: Online Webinar
Speaker: Lynn Campisi, J.D., LL.M.
As people age, having proper estate planning documents is even more important. Learn how your assets should be titled and how to avoid costly mistakes.
Shred-It to benefit Children’s Hospital of Alabama
When: Postponed. New date TBD.
Where: Meld Financial Office
Speaker: None
Bring your sensitive documents to be securely destroyed by Shred-It on site! Sponsored by Meld Financial for the benefit of Children’s of Alabama.
Preparing For Long Term Care Expenses in Retirement
When: Tuesday, May 12th at 3:00-4:30 PM Central
Where: Online Webinar
Speaker: Blake May, J.D., CFP®
Long-term care expenses represent a significant threat to your retirement outlook and can deplete a retirement nest egg quickly.
Introductory Phone Call
Time: 20 Minutes
Cost: $0
Financial Fingerprint™ Review
Time: 1 Hour
Cost: $0