Key Financial Data 2025

on July 17, 2025

School of Financial Wellness

 Meld Financial Key Financial Data 2025

Update on July 17th, 2025:

On July 4th, the “One Big, Beautiful Bill” passed, and it made important changes to the information in our Key Financial Data document. We have updated this document to reflect the recent changes. Please download the updated version, and discard any previous version you may have saved.

Download our handy 2025 Key Financial Data reference guide. This document details tax exemptions, deductions, and brackets as well as useful information for Social Security and Medicare benefits and retirement plan contribution limits. It also contains valuable financial data for attorneys, CPAs, and other professionals.

Click here to download the full pdf.

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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 - Founder - Meld Financial

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

-Mark McGarvey, Founder