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
What are Required Minimum Distributions (RMD’s)?
What are Required Minimum Distributions (RMD’s)?
 July 21, 2023

School of Saving and Investing

Required Minimum Distributions are minimum withdrawals that must be taken from retirement accounts once you reach a certain age.

A desk with a calculator, glasses, money and 3 blocks with IRA, 401k and ROTH written on them. These are meant to represent a guide to the many different kinds of retirement plans.
Retirement Accounts: A Comprehensive Guide
 July 13, 2023

School of Saving and Investing

There are so many different types of retirement accounts, it can be difficult to keep track. This handy guide makes it easy.

Wealth managers are key to your investment strategy.
5 Characteristics of a Quality Wealth Manager
 June 15, 2023

School 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.

Banking turmoil depicted by a bank sinking in water.
Banking Turmoil – Is Your Cash Safe?
 June 8, 2023

School of Saving and Investing

Bank failures can be frightening for investors, but there are protections in place to prevent you from losing your funds.

Choosing between saving for retirement and saving for college represented by parents walking with their high school graduate child around campus.
Should You Prioritize Saving for Retirement or Your Child’s Education?
 May 11, 2023

School of Saving and Investing

You often must choose between saving for your own retirement or your child’s education. These factors can help you decide.

‘Retirement Guide’ written on a stack of papers with a human hand holding a pen – meant to represent a retirement planning resource guide
Retirement Planning Resource Guide
 March 16, 2023

School of Financial Wellness

Preparing for retirement involves considering your vision for the future and setting aside funds to bring your dream to reality.

A financial chart is overlaying two business people shaking hands.
What is SmartScreen™?
 February 24, 2023

School of Saving and Investing

SmartScreen™ ensures that funds included in our clients’ portfolios meet our high standards.

Stacks of coins overlayed with various investment charts.
Tighter Monetary Policy Can Be a Boon for Retirees but a Curse for Young Workers
 February 9, 2023

School of Financial Wellness

When interest rates rise, many retirees reap the benefits. On the other hand, young workers tend to suffer when rates increase.

Key Financial Data for 2023 by Meld Financial - This image is a screen clip of the 1st page of the pdf file
Key Financial Data 2023
 January 24, 2023

School of Financial Wellness

Download our 2023 financial data guide which includes information on taxes, retirement plans, Social Security, Medicare, and more.