Curated by Meld Financial
Explore the Schools of Meld University
Our School of Financial Wellness conducts classes and publishes articles to help you become financially organized, so you can plan for your retirement and savings goals.
Weekly Economic Update
October 6, 2025School of Financial Wellness
A government shutdown began. Private employment data showed job losses. A popular survey reported declining consumer confidence.
Retirement Planning: How To Prepare for Lifestyle Shifts
September 4, 2025School of Financial Wellness
A successful retirement transition requires more than money. You also need to navigate lifestyle shifts and emotional hurdles.
Five Types of Taxes to Factor into Your Retirement Plan
August 7, 2025School of Financial Wellness
These 5 taxes are the most common for retirees, and understanding them is the key to creating a robust tax management plan.
Click here to see all articles and events from the School of Financial Wellness.
Attend a Meld University Event
The Morning Per(k)
When: Thursday, October 16th from 8 - 11:30 CDT
Where: Vestavia Country Club in Birmingham, AL
Speaker: Multiple Speakers (1 hr of CE Available)
An educational workshop for Business Owners, Finance, HR, and Benefits Executives, and other Fiduciaries.
Maximizing Your Social Security & What’s New For 2026
When: Tuesday, October 21st, 6:00 -7:30 PM CST
Where: Birmingham Botanical Gardens
Speaker: Patricia L. Burris, CFP®
This event will cover the most important aspects of Social Security including filing strategies, taxation, and updates for 2026.
Transitioning to Medicare and What’s New for 2026
When: Tuesday, November 18th, 6:00 – 7:30 PM CST
Where: Birmingham Botanical Gardens
Speaker: Patricia L. Burris, CFP®
This event will cover the most important aspects of Medicare, including enrollment and important updates for 2026.
Stay Current With Our Weekly Economic Update
Start your week with a recap last week’s market action and a list of the upcoming week’s key events.
Weekly Economic Update
October 6, 2025School of Financial Wellness
A government shutdown began. Private employment data showed job losses. A popular survey reported declining consumer confidence.
Trending Articles
How to Calculate Provisional Income (a.k.a. Combined Income)
August 14, 2025School of Social Security & Medicare
Your provisional income determines if Social Security benefits are taxable, so it is important to know how to calculate this figure.
5 Characteristics of a Quality Wealth Manager
June 15, 2023School of Financial Wellness
Looking for a quality wealth manager? We pulled together our list of the 5 most important qualities to consider during your search.
What are Required Minimum Distributions (RMD’s)?
July 21, 2023School of Saving and Investing
Required Minimum Distributions are minimum withdrawals that must be taken from retirement accounts once you reach a certain age.
Why Meld Financial?
Meld Financial, Inc. is an independent wealth management firm located in Birmingham, AL.
We specialize in financial planning, investment management, employee benefits and executive benefits for individuals, families, trusts, foundations and institutions.
We provide independent and objective services melded with customer-driven financial goals.
