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 October 12th at 3:00 PM Central Time. There is no cost to attend, but you must register in advance.
Weekly Economic UpdateSeptember 27, 2021
School of Financial Wellness
FOMC members update projections. EIA reports first ever energy trade surplus. China’s Evergrande problem continues.
Avoid These 7 Common Medicare MistakesAugust 20, 2021
School of Social Security & Medicare
Medicare funds most of the medical care for retirees. Avoid these mistakes which can lead to higher costs and inadequate coverage.
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.