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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.
5 Important Steps to Retirement Planning
July 23, 2020School of Financial Wellness
Retirement planning is a complex process, but there are some basics. These 5 steps will get you on the right track to planning for your retirement goals.
COVID-19 Update from Meld University
July 21, 2020School of Financial Wellness
The U.S. has over 3.8 million cases of COVID-19 and over 141k deaths. Case number are escalating rapidly, again. How will this impact your investments?
How Much Do I Need to Retire?
July 7, 2020School of Financial Wellness
There is no one-size-fits-all answer. But, once you have your FINANCIAL FINGERPRINT™, you will know how much it will take to meet your retirement goals.
Click here to see all articles and events from the School of Financial Wellness.
Attend a Meld University Event
Defense Wins Retirement: Shifting Your Strategy from Growth to Income
When: Tuesday, Aug. 25th from 3:00-4:30 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.
Social Security Planning: What You Need to Know to Maximize Your Retirement Income
When: Tuesday, Sep. 22nd from 3:00-4:30 PM CDT
Where: Online Webinar
Speaker: Patricia L. Burris, CFP®
Social Security is far more complicated than most people realize. The decisions you make now will have a tremendous impact on the total amount of benefits you will receive over your lifetime.
Medicare and Managing Health Care Expenses in Retirement
When: Tuesday, Oct. 13th from 3:00 - 4:30 PM CDT
Where: Online Webinar
Speaker: Patricia L. Burris, CFP®
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?
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
August 10, 2020School of Meld News
U.S. equities advanced after an upbeat jobs report; the S&P 500 nears mid-March highs. President Trump signs executive orders as congress is gridlocked.
See What’s Trending at Meld University
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 12, 2019School of Financial Wellness
Looking for a good wealth manager? We pulled together our list of the 5 most important qualities to look for as you start 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, President
Introductory Phone Call
Time: 20 Minutes
Cost: $0
Financial Fingerprint™ Review
Time: 1 Hour
Cost: $0