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Explore the Schools of Meld University
Our School of Financial Wellness conducts classes and publishes articles to help you become financially organized, so you can plan for your retirement and savings goals.
Weekly Economic Update
March 16, 2026School of Financial Wellness
Gas prices continued to climb. Inflation showed little change. Q4 GDP was revised downward significantly. Existing home sales rose.
What Should You Do with Unused Funds in an Educational Account?
March 5, 2026School of Financial Wellness
If you have unused funds in a 529 plan or Coverdell ESA for your child, you can transfer, rollover, or withdraw the money.
Understanding Beneficiary Designations
March 3, 2026School of Financial Wellness
Non-probate assets, like IRAs and brokerage accounts, pass to heirs according to beneficiary designations rather than a will.
Click here to see all articles and events from the School of Financial Wellness.
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Stay Current With Our Weekly Economic Update
Start your week with a recap last week’s market action and a list of the upcoming week’s key events.
Weekly Economic Update
March 16, 2026School of Financial Wellness
Gas prices continued to climb. Inflation showed little change. Q4 GDP was revised downward significantly. Existing home sales rose.
Trending Articles
How to Calculate Provisional Income (a.k.a. Combined Income)
August 14, 2025School of Social Security & Medicare
Your provisional income determines if Social Security benefits are taxable, so it is important to know how to calculate this figure.
5 Characteristics of a Quality Wealth Manager
June 15, 2023School of Financial Wellness
Looking for a quality wealth manager? We pulled together our list of the 5 most important qualities to consider during your search.
What are Required Minimum Distributions (RMD’s)?
July 21, 2023School of Saving and Investing
Required Minimum Distributions are minimum withdrawals that must be taken from retirement accounts once you reach a certain age.
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.
