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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.
Year-End Financial Checklist
December 20, 2019School 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
October 18, 2019School 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
October 11, 2019School 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
When: Tuesday, Feb. 25th at 3:00 Central
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?
Defense Wins Retirement: Shifting your strategy from Growth to Income
When: Tuesday, March 10, 2020 from 6:30 PM to 8:00 PM
Where: Greystone Golf & Country Club - Founders Clubhouse
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.
Shred-It to benefit Children’s Hospital of Alabama
When: Saturday May 2nd from 10:00 AM to 1:00 PM
Where: Meld Financial Office
Speaker: None
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
February 18, 2020School 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.
See What’s Trending at Meld University
Year-End Financial Checklist
December 20, 2019School 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.
Retirement Planning Pitfalls
October 11, 2019School 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.
IRS Provides Guidelines for Safe-Harbor Hardship Distributions from 401(k) Plans
April 13, 2017School of Saving and Investing
In its March 2, 2017 Employee Plan News publication, the IRS included their memorandum providing guidelines for examiners to determine if a section 401(k) plan hardship distribution is “deemed to be on account of an immediate and heavy financial need” under the safe-harbor standards.
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