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Recent Articles
Weekly Economic Update
February 9, 2026School of Financial Wellness
The partial government shutdown ended. Bitcoin plummeted, then recovered. ADP reported a “lackluster month” for the labor market.
Is Permanent Life Insurance Jeopardizing Your Retirement Plan? A Case Study.
February 5, 2026School of Financial Wellness
Permanent life insurance policies often have expensive monthly premiums, which can undermine your ability to save for retirement.
Comparing SSI, SSDI, and Social Security Retirement Benefits
January 27, 2026School of Social Security & Medicare
The Social Security program offers three main types of benefits, each with their own qualification criteria and maximum payments.
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.
