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.

Be prepared for the new year with our year-end financial checklist.
Year-End Financial Checklist

School of Financial Wellness

Be prepared with our year-end financial checklist. Inside, we review 5 of the most important financial items to consider before year end.

Mentally preparing for retirement
Mentally Preparing for Retirement

School of Financial Wellness

When planning for retirement you often think of the necessary financial resources. On the other hand, few have considered the mental challenges.

Retirement Planning Pitfalls
Retirement Planning Pitfalls

School of Financial Wellness

We’ve identified the 4 biggest mistakes people make when planning for retirement. Take 2 minutes to make sure you’re avoiding these retirement planning pitfalls.

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 and Managing Health Care Expenses in Retirement

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?

Defense wins retirement
Defense Wins Retirement: Shifting 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.

Meld Financial - Shred It - Event benefiting Children's Hospital of Alabama
Shred-It to benefit Children’s Hospital of Alabama

Bring your sensitive documents to be securely destroyed by Shred-It on site! Sponsored by Meld Financial for the benefit of Children’s of Alabama.

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 Meld News

In this week’s recap: stock indexes rise, Jerome Powell reports on monetary policy to Congress, inflation hits a 15-month peak, and new data on retail sales and consumer sentiment appears.

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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 - President - Meld Financial

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

-Mark McGarvey, President