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
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.

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.