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 person is writing a check and counting money with a calculator. The Financial Fingerprint® logo by Meld Financial is present in the bottom right-hand corner.
How Much Do I Need to Retire?

School of Financial Wellness

There is no one-size-fits-all answer. But, once you have your Financial Fingerprint®, you will know how much it will take to meet your retirement goals.

A pair of glasses lying on a page that reads “CARES Act” and “Coronavirus” signifying that retirement planners should consider new changes to the CARES Act
How the CARES Act Impacts Retirement Plan Rollover Rules

School of Financial Wellness

Borrowing from a retirement plan is generally viewed as a last resort. But the CARES Act gives some extra leeway for savers in these uncertain times.

How will coronavirus (covid-19) impact the markets?
Coronavirus (Covid-19) and Your Investments

School of Financial Wellness

The coronavirus outbreak is only about two months old, so it is premature to discuss how this potential pandemic will play out.

Mentally preparing for retirement
Mentally Preparing for Retirement

School of Financial Wellness

When planning for retirement you often think of the necessary financial resources. On the other hand, few have considered the mental challenges.

Retirement Planning Pitfalls
Retirement Planning Pitfalls

School of Financial Wellness

We’ve identified the 4 biggest mistakes people make when planning for retirement. Take 2 minutes to make sure you’re avoiding these retirement planning pitfalls.

Sidewalk with Facts (left) and annuities (right) person deciding which way to go - Annuities - Myth vs Fact presented by Meld University
Annuities: The Basics, and the 2 Biggest Myths

School of Saving and Investing

Annuities have gotten a great deal of attention in the media lately. In this article we examine the basics and the 2 biggest myths surrounding investing in annuities.

How much money do I need to retire?
Common Retirement Planning Questions

School of Financial Wellness

The amount of money you need to retire depends on many factors. In this article we focus on those factors that can impact your retirement plan the most.

A guide to maintaining your financial health
Your 2-minute guide to a full financial checkup

School of Financial Wellness

Maintaining good financial health requires regular checkups to take stock of everything from retirement savings to the status of your emergency fund.

What you get with a CERTIFIED FINANCIAL PLANNER™
Why the CERTIFIED FINANCIAL PLANNER™ Designation Matters

School of Financial Wellness

Not all financial planners are created equal. That’s why it’s important to understand what a CFP® brings to the table, and why it matters to you.