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 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.

Secure Act 2.0 impact to retirees represented by stacks of coins increasing in size overlayed by a graph pointing upwards.
The SECURE Act 2.0 Passed – What does it Mean for Your Retirement Plan?
 January 12, 2023

School of Saving and Investing

The SECURE Act 2.0 passed in late December. This legislation includes many changes that could impact your retirement plan.

“IRA” and “2023” on wooden signs placed on a desk with various office related items.
IRA Contribution Limits in 2023
 January 6, 2023

School of Saving and Investing

Individual Retirement Accounts [IRAs] – referred to as retirement ‘arrangements’ by the IRS – can be an easy, flexible way to increase retirement savings and lower your tax bill. This year, you can contribute more to these types of plans. Incorporate the new, higher limits into your financial plan as soon as possible to make… Read more »

Paper cutout of a retired man and woman holding hands, standing on top of stacks of quarters, indicating they’ve taken steps to secure their retirement plan
5 Important Steps to Retirement Planning
 December 22, 2022

School of Financial Wellness

Retirement planning is a complex process, but these 5 steps will get you on the right track to achieving your retirement goals.

A clip board with the words 401k contribution limits written on it.
401(k) Contribution Limits in 2023
 December 9, 2022

School of Saving and Investing

Next year, the maximum 401(k) contribution will increase. Incorporate this change into your retirement plan as soon as possible.

Student loan forgiveness written on a small blackboard with stacks of coins sitting next to it.
What You Need to Know About Student Loan Forgiveness
 November 11, 2022

School of Financial Wellness

The newly established student loan forgiveness program could help you reduce your debt and lower your monthly expenses.

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Alabama Retirees Could See Lower State Taxes in 2023
 September 16, 2022

School of Saving and Investing

The Lynn Greer Retirement Income Tax Cut Act of 2022 could provide state tax savings for Alabama retirees beginning in 2023.