Curated by Meld Financial
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
February 3, 2025School of Financial Wellness
New tariffs were announced. A Chinese AI model shook markets. Inflation rose and the FOMC held interest rates steady.
6 Financial New Year’s Resolutions You Should Consider
January 9, 2025School of Financial Wellness
Adding these 6 goals to your New Year’s Resolutions can help improve your finances and set you up for future success.
Key Financial Data 2025
January 7, 2025School of Financial Wellness
Download our 2025 financial data guide which includes information on taxes, retirement plans, Social Security, Medicare, and more.
Click here to see all articles and events from the School of Financial Wellness.
Attend a Meld University Event
Maximizing Your Social Security Income
When: Tuesday, 3/11/25 from 3 – 4 PM CST
Where: Online Webinar
Speaker: Patricia L. Burris, CFP®
This event will cover the most important aspects of Social Security including filing strategies, taxation, and updates for 2025.
Transitioning to Medicare
When: Tuesday, 4/22/25 from 3 – 4 PM CST
Where: Online Webinar
Speaker: Patricia L. Burris, CFP®
Medicare webinar will cover Medicare enrollment, supplement plans, strategies for maximizing benefits, and 2025 program updates.
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
February 3, 2025School of Financial Wellness
New tariffs were announced. A Chinese AI model shook markets. Inflation rose and the FOMC held interest rates steady.
Trending Articles
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.
How to Calculate Provisional Income (a.k.a. Combined Income)
August 8, 2024School 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.
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.
