School of Financial Wellness

The School of Financial Wellness, presented by Meld University, conducts classes and publishes articles to help you become financially organized, so you can plan for your retirement and savings goals.

Your guide to helpful financial data for 2019
Key Financial Data for 2019

School of Financial Wellness

Our handy reference guide of 2019 financial data. This guide includes exemptions, deductions, tax brackets, Social Security information, Medicare benefit information and retirement plan contribution limits. It also contains useful financial information for attorneys, CPAs and other professionals.

what is so special about a certified financial planner?
CFP®: What it means – Why it’s important

School of Financial Wellness

The first step in finding the right financial advisor is to learn the basics, starting with what it means to be a Certified Financial Planner.

Meld Financial provides comprehensive wealth management solutions for our clients.
Wealth Management: Independent vs. Everyone Else

School of Financial Wellness

When the time comes to get help with wealth management, who should you trust with your nest egg? In this article we explore your options.

papers and a scale - choosing a financial advisor, like any financial decision, can be daunting
What to Consider When Choosing a Financial Advisor

School of Financial Wellness

Don’t let your emotions get in the way when choosing a financial advisor. Our president, Mark McGarvey provides some tips to help you make a smart choice.

Person holding piggy bank with 529 plan written on it with hundred dollar bills in the background.
State Tax Deduction or Credit for Contributions to a 529 Plan

School of Financial Wellness

As we approach year-end, don’t overlook the State tax deduction or credit for contributions to a 529 plan. You may be eligible for a lower Alabama taxes.

New York City skyline at night - how the west and the rest got rich
How the West (and the Rest) Got Rich – A Summary

School of Financial Wellness

In our very political environment that continually reminds us how bad things are for so many Americans, everyone should read the article summarized here.