Key Financial Data 2025

School of Financial Wellness

Meld Financial Key Financial Data 2025

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