Medicare Planning: What You Need to Know to Manage Costs and Avoid Late Filing Penalties presented by Pat Burris, CFP®. The webinar will be held on February 22nd from 3:00 PM – 4:00 PM Central Time. There is no cost to attend, but you must register in advance.
Click here for more details.
Weekly Economic UpdateJanuary 24, 2022
School of Financial Wellness
China cut rates and urged the U.S. to keep rates low. Existing home sales reached a 15-year high. Jobless claims rose.
Max Contribution Limit for 401k Increased for 2022January 13, 2022
School of Employer Plans
Contribution limits for 401(k)s and other employer sponsored retirement plans will increase in 2022.
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.