Kyle Whittington, CFP®

At Meld Financial, our team of professionals blends diverse specialties and perspectives to help our clients achieve success.

This simple checklist covers the tasks that you need to complete at year-end to start the new year in a strong financial position.

The Fed has begun to reduce interest rates. These lower rates could have a significant impact on your retirement plan.

The IRS recently announced tax year 2025 contribution limits for traditional and Roth IRAs as well as SIMPLE and SEP IRAs.

After an annual inflation adjustment, the amount you can contribute to a health savings account will increase for tax year 2025.

Designated Roth accounts are a popular choice for savers with 401(k) plans, but they aren’t right for every situation.

At retirement, you’ll need to decide whether to keep your savings in your 401(k) or roll them into an Individual Retirement Account.

Monetary and fiscal policy are two methods that the federal government and the Federal Reserve use to influence the economy.

Compounding returns is a powerful concept. By understanding this concept, you can leverage it to rapidly grow your savings.