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Join us for our next Meld University webinar, Social Security Planning: What You Need to Know to Maximize Your Retirement Income on September 22nd from 3:00 – 4:30 PM CDT with speaker Patricia L. Burris, CFP®.

Click here for more details and to rsvp.

Recent Articles

Social security card lying on top of a pay stub listing payroll taxes such as Medicare and Social Security – indicating changes to Social Security Benefits due to COVID-19
COVID-19 Pandemic: Impact on Social Security

School of Social Security & Medicare

The COVID-19 pandemic is changing everything, including Social Security. Patricia L. Burris, CFP® discusses these impacts, so you know what to expect.

A stack of paper containing charts with a calculator pen and keyboard – indicating calculation of Required Rate of Return (RRoR™)
Required Rate of Return – The Key to Your Retirement

School of Financial Wellness

Your Required Rate of Return [RRoR™] is a single metric, just one percentage value, that can be the ultimate guide to your retirement investing strategy.

Red white and blue buttons with stars, stripes, and “CARES Act”. The CARES Act makes important changes to Required Minimum Distributions (RMD’s) for Retirement Accounts.
What the CARES Act means for Required Minimum Distributions (RMD’s)

School of Financial Wellness

The majority of media buzz on the CARES Act has been about fiscal stimulus. However, those nearing retirement should pay attention to RMD modifications for 2020.

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 - President - Meld Financial

“We will always recommend the same course of action we would choose for ourselves, given the same circumstances.”

-Mark McGarvey, President