Blake May, J.D., CFP®

Blake has been in the financial services business since 2014, joining Meld Financial in November 2018. As an Associate Wealth Manager, he assists clients in organizing, developing, implementing and maintaining a plan for meeting their financial goals, including investing, retirement planning and education saving, as well as insurance, tax and estate planning. View Blake's LinkedIn Profile. Education: Auburn University, B.A. Liberal Arts (Journalism), 2006 Cumberland School of Law, Juris Doctor, 2014 Securities Licenses: Series 6, 63 and 65 CERTIFIED FINANCIAL PLANNER™ - 2019
An investor overwhelmed by too many retirement account statements
Do You Have Too Many Retirement Accounts? A Case Study

School of Saving and Investing

A couple came to Meld with nearly 20 retirement accounts. We created a unified plan that provided simplicity and peace of mind.

A retired woman relaxing on a sofa
Are You Retirement Ready? A Case Study

School of Saving and Investing

A client believed she wasn’t financially ready to retire but a second opinion from Meld helped her enter retirement confidently.

A man with a laptop marking tasks complete on a digital checklist.
Financial Checklist for Surviving Spouses

School of Financial Wellness

This simple checklist will help you keep track of the most important financial tasks you need to accomplish after losing a spouse.

A paper cutout of a family in front of someone signing life insurance documents.
What Type of Life Insurance Do You Need?

School of Financial Wellness

While the value of live insurance is clear, it can be challenging to choose the right type of policy for your family’s situation.

Estate taxes illustrated by a house sitting on coins in front of a digital graph.
The Basics of Estate Tax

School of Saving and Investing

If you have a large estate, federal estate taxes – and in some cases state estate taxes – can reduce the inheritance you planned to leave.

An estate plan being created by a financial advisor and a senior couple.
Estate Planning Checklist

School of Financial Wellness

This checklist can help you craft a comprehensive estate plan that ensures your assets are distributed according to your wishes.

Long Term Care Costs in 2022
Long-Term Care Costs in 2023

School of Financial Wellness

Long-term care costs are rising rapidly. Learn how much these services cost and how they fit into your financial plan.

Nursing home bills for a parent are being reviewed by their daughter.
Could You Owe Nursing Home Bills for Your Parent?

School of Financial Wellness

You probably know that long-term care costs could derail your financial plan. But did you know that there are circumstances where you could also be responsible for your parent’s nursing home bills?

A nurse is holding a folder that says Long Term Care
Planning for Long-Term Care Expenses

School of Saving and Investing

Long-term care is costly and more common than many believe. So, it is important to account for these expenses in your financial plan.