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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
July 14, 2025School of Financial Wellness
More tariff news. Fed minutes showed diverging opinions. Mortgage rates rose. Consumer economic expectations improved.
The 5 Most Important Qualities to Seek in a Financial Planner
June 6, 2025School of Financial Wellness
Looking for a financial planner? We’ve compiled a list of the top qualities to consider in your search for the right advisor.
Working Part Time in Retirement: Benefits and Considerations
May 15, 2025School of Financial Wellness
Consider these financial, emotional, and social implications before deciding to pursue part-time work during retirement.
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
July 14, 2025School of Financial Wellness
More tariff news. Fed minutes showed diverging opinions. Mortgage rates rose. Consumer economic expectations improved.
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.
