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

Our latest event has concluded, but you can still watch the replay:

Financial Fingerprint: How to Approach Your Retirement Questions presented by William D. Connor, Financial Advisor at Meld Financial.
 

Join us for our next live Meld University Event:

DEFENSE WINS RETIREMENT™: How to Shift Your Strategy From Growth to Income presented by Kyle Whittington, CFP®, President at Meld Financial. The webinar will be held on August 24th 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

A social security card with the words "Free CPE / CLE Webinar" in place of the name
Social Security Educational Webinar Exclusively for CPAs & Attorneys

When: Tuesday, August 17, 2021 at 3:00 - 4:00 PM
Where: Online Webinar
Speaker: Patricia L. Burris, CFP®

Learn some of the nuances with Social Security at the 1-hour CPE/CLE educational webinar exclusively for CPAs and Attorneys, hosted by Meld Financial.

DEFENSE WINS RETIREMENT™
DEFENSE WINS RETIREMENT™: How to Shift Your Strategy From Growth to Income

When: Tuesday, August 24th, 3:00 to 4:00 PM CDT
Where: Online Webinar
Speaker: Kyle Whittington, CFP®

Join us as we illustrate the importance of shifting from offense to defense and learn how to understand your personal investment allocation needs.

Medicare for CPAs and Attorneys - Earn Free CPE / CLE Credit
Medicare Educational Webinar Exclusively for CPAs & Attorneys

When: Tuesday August 31, 2021 from 3:00 - 4:00 PM
Where: Online Webinar
Speaker: Patricia L. Burris, CFP®

Learn how Medicare works and when you can get premiums reduced at this educational webinar for CPAs and Attorneys, presented by Meld University.

Click here to see all upcoming Meld University Events

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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