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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.
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.
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.
The 10 Worst States for Retirement
February 26, 2021School of Financial Wellness
Planning the location where you retire can be as impactful to your retirement plan as the amount of money that you have saved.
Click here to see all articles and events from the School of Financial Wellness.
Attend a Meld University Event
Shred-It to benefit Children’s Hospital of Alabama
When: Saturday, May 1st from 10:00 AM to 1:00 PM
Where: Meld Financial Office - Click for Directions
Speaker: N/A
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.
Preparing for Long-Term Care Expenses in Retirement
When: Tuesday, May 11th, 3:00 to 4:00 PM CDT
Where: Online Webinar
Speaker: Blake May, J.D., CFP®
Long-term care expenses represent a significant threat to your retirement outlook and can deplete a retirement nest egg quickly.
Financial Fingerprint: How to Approach Your Retirement Questions
When: Tuesday, July 13th, 2021 at 3:00 - 4:00 PM CDT
Where: Online Webinar
Speaker: William D. Connor, VP of Financial Planning
We are excited to introduce Financial Fingerprint™, our unique, retirement-focused planning process. Join us for this no-cost webinar to learn more!
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
April 19, 2021School of Meld News
Equities continue to rally despite vaccine issues. Recent data indicates healthy inflation and retail sales figures.
See What’s Trending at Meld University
Trending Articles
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).
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.
Special Social Security Filing Strategies
August 9, 2019School of Social Security & Medicare
If you were born before January 2, 1954 you may be able to have your cake and eat it too regarding Social Security. In this article, we explore this special strategy.
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
Complete the form below and a member of the Meld Financial Team will contact you during business hours.