Key Financial Data for 2019

School of Financial Wellness

Your guide to helpful financial data for 2019

Join us for our next event: Rollover and Play Dead. Does Your Estate Plan Really Work? with speaker Lynn Campisi, J.D., LL.M.

The webinar will be held on April 20th at 3:00 PM Central Time. There is no cost to attend, but you must register in advance.

 

Our handy reference guide of 2019 financial data. This guide includes exemptions, deductions, tax brackets, Social Security information, Medicare benefit information and retirement plan contribution limits. It also contains useful financial information for attorneys, CPAs and other professionals.

Click here to download the .pdf file.

Join Us for a Meld University Event

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Bring your sensitive documents to be securely destroyed by Shred-It on site! Sponsored by Meld Financial for the benefit of Children’s of Alabama.

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Financial Fingerprint: How to Approach Your Retirement Questions

We are excited to introduce Financial Fingerprint™, our unique, retirement-focused planning process. Join us for this no-cost webinar to learn more!

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Why Meld Financial?

Meld Financial, Inc. is an independent wealth management firm located in Birmingham, AL.

We specialize in financial planning, investment management, employee benefits and executive benefits for individuals, families, trusts, foundations and institutions.

We provide independent and objective services melded with customer-driven financial goals.

Mark McGarvey - Chairman - Meld Financial

“We will always recommend the same course of action we would choose for ourselves, given the same circumstances.”

-Mark McGarvey, Chairman