Madison Caswell, CFP®

Madison provides essential support in client advisory service and investment portfolio needs at Meld. He focuses on detail in investment plans for clients and plays a key role in maintaining our investment platforms and portfolios. Madison has been in the financial services industry since 2018, joining Meld Financial in January of 2021. View Madison's LinkedIn Profile Education: University of Louisiana at Lafayette, B.S. Business Administration Finance, December 2019, CERTIFIED FINANCIAL PLANNER® 2024
A doctor providing Medicare covered services to a retiree
Comprehensive Guide to Medicare

School of Social Security & Medicare

Medicare provides health coverage for a majority of retired Americans. This resource guide contains everything you need to know.

Social Security retirement savings represented by miniature elderly people sitting on stacks of coins.
Everything You Need to Know About Social Security

School of Social Security & Medicare

Social Security provides a guaranteed source of income for many retirees, but maximizing benefits requires careful planning.

A retiree completing an application for Social Security benefits.
Comparing SSI, SSDI, and Social Security Retirement Benefits

School of Social Security & Medicare

The Social Security program offers three main types of benefits, each with their own qualification criteria and maximum payments.