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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
September 19, 2022School of Financial Wellness
Consumer prices rose slightly in August. Retail sales continued to expand. Small business optimism increased but remains low.
Preparing Your Portfolio for Retirement
August 18, 2022School of Financial Wellness
Shifting your portfolio to defense when entering retirement can help you reduce risk and ensure your income lasts a lifetime.
Comparing the Value of Human Advisors and Robo-Advisors
July 28, 2022School of Financial Wellness
Robo-advisors are gaining popularity, but do they add as much value as their human counterparts? New research provides the answer.
Click here to see all articles and events from the School of Financial Wellness.
Attend a Meld University Event
Medicare Planning: What You Need to Know to Manage Costs and Avoid Late Filing Penalties
When: Tuesday, October 18th, 3:00 to 4:00 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?
Navigating the Social Security & Medicare Maze
When: Tuesday, October 25th, 6:30 to 8:00 PM CDT
Where: Birmingham Botanical Gardens (In-Person Event)
Speaker: Patricia L. Burris, CFP®
Complete the Form Below to Sign Up for this Event. You will receive a confirmation email when you sign up. Join us on October 25 at the stunning Birmingham Botanical Gardens to hear from our resident Social Security and Medicare specialist Pat Burris. If you cannot attend this in-person event, be sure to sign up... Read more »
Preparing for Long-Term Care Expenses in Retirement
When: Tuesday, November 8th, 3:00 to 4:00 PM CST
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.
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
September 19, 2022School of Financial Wellness
Consumer prices rose slightly in August. Retail sales continued to expand. Small business optimism increased but remains low.
Trending Articles
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.
Weekly Economic Update
September 19, 2022School of Financial Wellness
Consumer prices rose slightly in August. Retail sales continued to expand. Small business optimism increased but remains low.
Retirement Accounts: A Comprehensive Guide
July 1, 2021School of Saving and Investing
There are so many different types of retirement accounts, it can be difficult to keep track. This handy guide makes it easy.
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.