Patricia Burris is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Meld Financial, Inc. in Birmingham, AL and the surrounding communities.
63, 7
Are you still searching for that “perfect present” for someone on your holiday shopping list? If the thought of wrapping up another gift card...
Read More >
By FPA Members Elaine King, CFP®, CDFATM and Philip Herzberg, CFP®, AEP®, MSF How can you acquire and...
Read More >
I live in an area that was hit hard by Hurricane Irene. Although I lost power for a few days, that was nothing compared to the devastation...
Read More >
In today’s economic world cash isn’t king – plastic is! Consumers swipe credit or debit cards for just about everything, including their...
Read More >
You can’t take your money with you, but you sure can determine who will get it and, in some cases, how they will receive it.One item you may...
Read More >
The formal name is refund anticipation loans, or RALs. They're marketed primarily to cash-poor taxpayers who use their annual federal and...
Read More >
Whether you are a do-it-yourselfer or you plan to work with a financial planner, it might help to do a little retirement readiness assessment...
Read More >
Graduation time is rapidly approaching. While this can be a hectic period of adjustment for college graduates, there is one graduation issue...
Read More >
As a divorcing Baby Boomer (between 47 and 65 years old), you may face the intricate retirement planning challenge of partitioning your...
Read More >
How can you tell if you are you an investor or a speculator? Many casual investors buy stocks and assume they are investing, but in reality,...
Read More >
