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 presented by Meld University
Weekly Economic Update

School of Financial Wellness

COVID-19 cases rising. Earnings season reveals more positive results. Housing market shows signs of slowing.

Image of an employment status form, with the box for retirement checked and the words enjoying life written in the occupation box.
Money Management During Retirement

School of Financial Wellness

Money management during retirement can be quite different, and proper planning is critical to making the most of your savings.

Key Financial Data for 2021 by Meld Financial - This image is a screenclip of the top of the 1st page of the pdf file
Key Financial Data for 2021

School of Financial Wellness

Our handy reference guide of 2021 financial data and information related to exemptions, deductions, tax brackets, Social Security, Medicare and more.

Click here to see all articles and events from the School of Financial Wellness.

Attend a Meld University Event

A social security card with the words "Free CPE / CLE Webinar" in place of the name
Social Security Educational Webinar Exclusively for CPAs & Attorneys

Learn some of the nuances with Social Security at the 1-hour CPE/CLE educational webinar exclusively for CPAs and Attorneys, hosted by Meld Financial.

DEFENSE WINS RETIREMENT™
DEFENSE WINS RETIREMENT™: How to Shift Your Strategy From Growth to Income

Join us as we illustrate the importance of shifting from offense to defense and learn how to understand your personal investment allocation needs.

Medicare for CPAs and Attorneys - Earn Free CPE / CLE Credit
Medicare Educational Webinar Exclusively for CPAs & Attorneys

Learn how Medicare works and when you can get premiums reduced at this educational webinar for CPAs and Attorneys, presented by Meld University.

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 presented by Meld University
Weekly Economic Update

School of Financial Wellness

COVID-19 cases rising. Earnings season reveals more positive results. Housing market shows signs of slowing.

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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 - Chairman - Meld Financial

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

-Mark McGarvey, Chairman