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Recent Articles

Weekly Economic Update presented by Meld University
Weekly Economic Update

School of Financial Wellness

Stocks rose after Trump won the election. The FOMC voted to lower interest rates again. Consumer sentiment rose to a 6-month high.

A piggy bank and stack of coins beside a sign that says “2025”
IRA Contribution Limits in 2025

School of Saving and Investing

The IRS recently announced tax year 2025 contribution limits for traditional and Roth IRAs as well as SIMPLE and SEP IRAs.

A December calendar with the face of a clock overlaid
Important Year-End Dates for Employer Plan Sponsors

School of Employer Plans

Corporate retirement plan sponsors must complete these tasks in the fourth quarter to ensure their plan remains compliant.

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