Welcome to Meld Financial. Scroll through this page to find an updated list of important links to valuable content and events on our website that pertain to Wealth Management, Retirement Planning, Investing and the Economy. Through Meld University, our gift to the public, we provide articles, webinars, and live, in-person events at no cost to you.
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Recent Articles
Maximizing The Benefit of Your Charitable Contributions
May 7, 2026School of Financial Wellness
The method you use to donate to charity should maximize the benefit to your chosen organization and your tax return.
Weekly Economic Update
May 4, 2026School of Financial Wellness
The Fed held rates steady. PCE inflation and GDP updates were released. The US began escorting ships through the Strait of Hormuz.
When Do I Need to Take RMDs?
May 1, 2026School of Saving and Investing
The age at which you must begin Required Minimum Distributions varies based on whether you opened or inherited the account.
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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.
