Kyle Whittington, CFP®

Kyle has been in the financial services business since 2006, joining Meld Financial in January 2007. Kyle was promoted to President of Meld Financial in 2021 and continues to service Meld’s individual clients with their investment portfolio needs. In addition, Kyle oversees Meld’s Investment Department, focusing on design and implementation of investment plans for clients. Kyle also maintains our investment platforms, including Meld’s mutual fund portfolios, bond ladders, and stock portfolios. View Kyle's LinkedIn Profile. Education: M.S. Human Environmental Sciences (Financial Planning), University of Alabama – 2006 B.S. Commerce and Business Administration (Finance), University of Alabama – 2005 CERTIFIED FINANCIAL PLANNER™ – 2009 Securities Licenses: Series 7, 24 and 66
A child sitting behind a jar of money with the word college taped on the jar.
Educational Savings Accounts: Everything You Need to Know
 April 25, 2024

School of Saving and Investing

When saving for your child’s college, the account you choose can impact your taxes, investment options, and chances of success.

map of the united states with tags on the worst states to retire
The 10 Worst States for Retirement
 March 28, 2024

School of Financial Wellness

The location you choose for your retirement can have a significant impact on your costs, safety, activities, and overall happiness.

The 10 Best States for Retirement in 2024
 March 21, 2024

School of Financial Wellness

Where you retire can make a major impact on your retirement plan. Some states are better for retirees than others, so here’s our top 10.

A nest with 3 eggs on top of a retirement tax form. Roth, IRA and 401k are written on the eggs.
The Evolution of Retirement Savings Accounts
 March 15, 2024

School of Saving and Investing

Retirement accounts have changed drastically from the pensions of the late 19th century to the plethora of options available today.

A couple celebrating retirement on a beach at sunset.
I Can Retire NOW? A Case Study
 March 1, 2024

School of Financial Wellness

Generic guidance led two of our clients to believe they needed to work another 5 years. We told them they could retire TODAY.

A teenager holding a piggy bank.
Teaching Your Children About Finances
 January 18, 2024

School of Financial Wellness

Use these tips to teach your children about finance, budgeting, and money management in a way that resonates with them.

Meld Financial Key Financial Data for 2024
Key Financial Data 2024
 January 3, 2024

School of Financial Wellness

Download our 2024 financial data guide which includes information on taxes, retirement plans, Social Security, Medicare, and more.

Stacks of coins next to a piggy bank.
IRA Contribution Limits in 2024
 November 30, 2023

School of Saving and Investing

The amount you can contribute to a SEP, SIMPLE, Traditional, and Roth Individual Retirement Account will increase in 2024.

A choice between cash investments represented by a man standing at a fork in the road.
Deciding Between Cash Investments
 November 2, 2023

School of Saving and Investing

Bank accounts and money market funds are about as close as you can get to holding actual cash, but there are important distinctions.