Pat Burris, CFP®

Pat joined Meld Financial in 1997 serving as Vice President Corporate and Retirement Plan Services. In February 2021, she transitioned to a part-time consulting role serving as Meld’s resident Social Security and Medicare Specialist. She has over 40 years in the financial services industry and more than a decade helping clients navigate the maze of Social Security and Medicare. View Pat's LinkedIn Profile. Education: B.S. Accounting, Western New England University, Springfield, MA – 1978, CERTIFIED FINANCIAL PLANNER™ – 2002, Securities Licenses: Series 7 and 63, Life and disability insurance license
A note pad with the words Mistakes to Avoid implying the article contains a list of social security mistakes to avoid.
The Biggest Social Security Mistakes
 December 3, 2021

School of Social Security & Medicare

Social Security is a key component of most Americans’ retirement plan. Avoid these common mistakes that can reduce your benefits.

A medical professional holding a stethoscope. The circular end of the scope makes the 0 in the number 2022 meant to represent Medicare updates for 2022
2022 Medicare Premiums, Deductibles and Coinsurance Announced
 November 23, 2021

School of Social Security & Medicare

CMS recently announced that Medicare Part A and Medicare Part B premiums, deductibles, and coinsurance will increase in 2022.

A Financial Advisor with a digital graphic overlay indicating timing of Medicare sign up to avoid penalties.
Medicare Late Enrollment Fees and How to Avoid Them
 November 12, 2021

School of Financial Wellness

Most Americans are required to sign up for Medicare at 65. Know these important dates to avoid late penalties.

2022 Social Security Cost-of-Living Adjustment [COLA]
Social Security Cost-of-Living Adjustment [COLA] for 2022
 October 15, 2021

School of Social Security & Medicare

The Social Security Administration announced the Cost-of-Living Adjustment for 2022. Learn how this change could impact your finances.

A couple with shocked expressions is reviewing their Medicare forms. Their expression indicates a costly mistake was made.
Avoid These 7 Common Medicare Mistakes
 August 20, 2021

School of Social Security & Medicare

Medicare funds most of the medical care for retirees. Avoid these mistakes which can lead to higher costs and inadequate coverage.

Medicare Eligibility written on a document on a clipboard
When am I Eligible for Medicare Benefits?
 April 14, 2021

School of Social Security & Medicare

Medicare eligibility is tricky, but it has become even more complicated for those taking time off work due to the pandemic.

Social security card lying on top of a pay stub listing payroll taxes such as Medicare and Social Security – indicating changes to Social Security Benefits due to COVID-19
COVID-19 Pandemic: Impact on Social Security
 February 26, 2021

School of Social Security & Medicare

The COVID-19 pandemic is changing everything, including Social Security. Patricia L. Burris, CFP® discusses these impacts, so you know what to expect.

Senior couple studying 2021 changes to Medicare premiums, deductibles and coinsurance on a mobile device
2021 Medicare Premiums, Deductibles and Coinsurance Announced
 December 17, 2020

School of Social Security & Medicare

Medicare Premiums, Deductibles and Coinsurance changes for 2021 were recently announced. Here’s what you need to know.

2021 Social Security Cost of Living Allowance [COLA] Update. Meld University Logo on top of a pen, paper with budget figures, and a calculator
Social Security Cost of Living Adjustment [COLA] for 2021
 October 30, 2020

School of Social Security & Medicare

The Social Security Administration announced the Cost of Living Adjustment for 2021. Learn how this change could impact your finances.