Join Us for Our Next Meld University Events:
Transitioning to Medicare and What’s New for 2026
When: Tuesday, November 18th, 6:00 – 7:30 PM CST
Where: Birmingham Botanical Gardens
Speaker: Patricia L. Burris, CFP®
This event will cover the most important aspects of Medicare, including enrollment and important updates for 2026.
Recent Articles
Weekly Economic Update
November 10, 2025School of Financial Wellness
Government shutdown stretches to longest in history. The U.S. added jobs. Sentiment declined, driven by shutdown worries.
Evaluating Your Cash Holdings as Interest Rates Decline
October 30, 2025School of Saving and Investing
Holding cash may have been prudent when interest rates were high, but your investment plan might need to change as rates decline.
2026 Social Security COLA Announced
October 24, 2025School of Social Security & Medicare
The Social Security Administration recently announced the 2026 Cost of Living Adjustment, which will take effect in January.
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.
