Join Us for Our Next Meld University Events:
Everything You Need to Know About Social Security
When: Tuesday, October 24th, 6:00 - 7:30 CDT
Where: Birmingham Botanical Gardens
Speaker: Patricia L. Burris, CFP®
This event will cover the most important aspects of Social Security including filing strategies, taxation, and updates for 2024.
Get a Better Understanding of Medicare and Learn What’s New for 2024
When: Tuesday, November 14th, 6:00 -7:30 PM CST
Where: Birmingham Botanical Gardens
Speaker: Patricia L. Burris, CFP®
This event will cover what you need to know about Medicare including when to enroll, how much it costs, and supplement options.
Recent Articles
Weekly Economic Update
September 25, 2023School of Financial Wellness
Stocks slumped. The FOMC held interest rates steady and updated projections. Existing home sales and home builder confidence fell.
What Type of Life Insurance Do You Need?
September 21, 2023School of Financial Wellness
While the value of live insurance is clear, it can be challenging to choose the right type of policy for your family’s situation.
Do You Qualify for Social Security Spousal Benefits?
September 7, 2023School of Social Security & Medicare
If you’ve ever been married, you could be eligible for Social Security spousal benefits. Learn whether you qualify for these benefits and how much income you could receive.
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.
