Key Financial Data 2022

School of Financial Wellness

Key Financial Data 2022 - Meld Financial

Join us for our next Meld University Event:

Medicare Planning: What You Need to Know to Manage Costs and Avoid Late Filing Penalties presented by Pat Burris, CFP®. The webinar will be held on February 22nd from 3:00 PM – 4:00 PM Central Time. There is no cost to attend, but you must register in advance.

Click here for more details.

 

Please enjoy our handy reference guide of 2022 key 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

medicare and managing health care expenses in retirement
Medicare Planning: What You Need to Know to Manage Costs and Avoid Late Filing Penalties

Are you or a loved one over age 60, or retiring soon, and wondering: When do I need to sign up for Medicare? How do I sign up?

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

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

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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