Kyle Whittington, CFP®
Weekly Economic Update
March 24, 2025School of Financial Wellness
The FOMC maintained interest rates. Gold prices hit a new high. Existing home sales rose. Retail sales recovered some losses.
Types of Ownership for Brokerage Accounts
March 20, 2025School of Saving and Investing
You have options to define the ownership of brokerage assets, and the choice determines access to funds, taxes, and inheritance.
Traditional Vs Roth IRA
March 13, 2025School of Saving and Investing
Traditional and Roth IRAs can help you achieve retirement goals and minimize taxes while maintaining control of your funds.
The Meld Client Experience: What to Expect in Year 1
February 27, 2025School of Financial Wellness
At Meld Financial, our simple onboarding process helps new clients get a head start on achieving their retirement goals.
3 Ways to Reduce Your 2024 Taxes Before the Deadline
February 14, 2025School of Financial Wellness
Consider these three last-minute strategies to reduce your 2024 income tax burden before the April 15th filing deadline.
6 Financial New Year’s Resolutions You Should Consider
January 9, 2025School of Financial Wellness
Adding these 6 goals to your New Year’s Resolutions can help improve your finances and set you up for future success.
Key Financial Data 2025
January 7, 2025School of Financial Wellness
Download our 2025 financial data guide which includes information on taxes, retirement plans, Social Security, Medicare, and more.
What Makes Meld Unique? Our Team Approach.
December 19, 2024School of Financial Wellness
At Meld Financial, our team of professionals blends diverse specialties and perspectives to help our clients achieve success.
Year-End Financial Checklist
December 12, 2024School of Financial Wellness
This simple checklist covers the tasks that you need to complete at year-end to start the new year in a strong financial position.