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
July 26, 2021School of Financial Wellness
COVID-19 cases rising. Earnings season reveals more positive results. Housing market shows signs of slowing.
Money Management During Retirement
June 8, 2021School 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
April 6, 2021School 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
Social Security Educational Webinar Exclusively for CPAs & Attorneys
When: Tuesday, August 17, 2021 at 3:00 - 4:00 PM
Where: Online Webinar
Speaker: Patricia L. Burris, CFP®
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™: How to Shift Your Strategy From Growth to Income
When: Tuesday, August 24th, 3:00 to 4:00 PM CDT
Where: Online Webinar
Speaker: Kyle Whittington, CFP®
Join us as we illustrate the importance of shifting from offense to defense and learn how to understand your personal investment allocation needs.
Medicare Educational Webinar Exclusively for CPAs & Attorneys
When: Tuesday August 31, 2021 from 3:00 - 4:00 PM
Where: Online Webinar
Speaker: Patricia L. Burris, CFP®
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
July 26, 2021School of Financial Wellness
COVID-19 cases rising. Earnings season reveals more positive results. Housing market shows signs of slowing.
Trending Articles
Weekly Economic Update
July 26, 2021School of Financial Wellness
COVID-19 cases rising. Earnings season reveals more positive results. Housing market shows signs of slowing.
5 Characteristics of a Quality Wealth Manager
April 1, 2021School 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 is Your Social Security Full Retirement Age and Why It Matters?
September 14, 2018School of Social Security & Medicare
The Social Security defines Full Retirement Age (FRA) as the age at which you are entitled to receive your full Social Security benefits known as Primary Insurance Amount (PIA).
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.
“We will always recommend the same course of action we would choose for ourselves, given the same circumstances.”
-Mark McGarvey, Chairman
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