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Recent Articles
Weekly Economic Update
November 11, 2024School 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.
IRA Contribution Limits in 2025
November 7, 2024School 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.
Important Year-End Dates for Employer Plan Sponsors
October 31, 2024School 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.