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

Consumer prices rose slightly in August. Retail sales continued to expand. Small business optimism increased but remains low.

A defensive portfolio represented by dominos leaning against a stack of coins.
Preparing Your Portfolio for Retirement

School of Financial Wellness

Shifting your portfolio to defense when entering retirement can help you reduce risk and ensure your income lasts a lifetime.

An image indicating robo-advice and human advisors will be compared.
Comparing the Value of Human Advisors and Robo-Advisors

School of Financial Wellness

Robo-advisors are gaining popularity, but do they add as much value as their human counterparts? New research provides the answer.

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

Attend a Meld University Event

medicare and managing health care expenses in retirement
Medicare Planning: What You Need to Know to Manage Costs and Avoid Late Filing Penalties

Are you or a loved one over age 60, or retiring soon, and wondering: When do I need to sign up for Medicare? How do I sign up?

Navigating the Social Security & Medicare Maze
Navigating the Social Security & Medicare Maze

Complete the Form Below to Sign Up for this Event. You will receive a confirmation email when you sign up. Join us on October 25 at the stunning Birmingham Botanical Gardens to hear from our resident Social Security and Medicare specialist Pat Burris. If you cannot attend this in-person event, be sure to sign up... Read more »

Preparing For Long Term Care Expenses in Retirement
Preparing for Long-Term Care Expenses in Retirement

Long-term care expenses represent a significant threat to your retirement outlook and can deplete a retirement nest egg quickly.

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

Consumer prices rose slightly in August. Retail sales continued to expand. Small business optimism increased but remains low.

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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