Key Financial Data for 2021

April 6, 2021

School of Financial Wellness

 Key Financial Data for 2021 by Meld Financial - This image is a screenclip of the top of the 1st page of the pdf file

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.

 

Please enjoy our handy reference guide of 2021 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 full pdf.

Join Us for a Meld University Event

Meld Financial - Shred It - Event benefiting Children's Hospital of Alabama
Shred-It to benefit Children’s Hospital of Alabama

When: Saturday, May 1st from 10:00 AM to 1:00 PM
Where: Meld Financial Office - Click for Directions
Speaker: N/A

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.

Preparing For Long Term Care Expenses in Retirement
Preparing for Long-Term Care Expenses in Retirement

When: Tuesday, May 11th, 3:00 to 4:00 PM CDT
Where: Online Webinar
Speaker: Blake May, J.D., CFP®

Long-term care expenses represent a significant threat to your retirement outlook and can deplete a retirement nest egg quickly.

Financial Fingerprint™ by Meld Financial. Secure YOUR retirement plan.
Financial Fingerprint: How to Approach Your Retirement Questions

When: Tuesday, July 13th, 2021 at 3:00 - 4:00 PM CDT
Where: Online Webinar
Speaker: William D. Connor, VP of Financial Planning

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

Click here to see all upcoming Meld University Events

Trending Articles

Security Filing Strategies
What is Your Social Security Full Retirement Age and Why It Matters?
 September 14, 2018

School of Social Security & Medicare

The Social Security defines Full Retirement Age (FRA) as the age at which you are entitled to receive your full Social Security benefits known as Primary Insurance Amount (PIA).

Wealth managers are key to your investment strategy.
5 Characteristics of a Quality Wealth Manager
 April 1, 2021

School of Financial Wellness

Looking for a quality wealth manager? We pulled together our list of the 5 most important qualities to consider during your search.

Social security medicare retirement text art word jumble
Special Social Security Filing Strategies
 August 9, 2019

School of Social Security & Medicare

If you were born before January 2, 1954 you may be able to have your cake and eat it too regarding Social Security. In this article, we explore this special strategy.

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