Melia Advisory Group, a Tulsa retirement planning firm, announces updates to its fee-based wealth management, Social Security, IRA rollover, and estate planning services ahead of anticipated financial regulatory changes affecting retirees and pre-retirees.
-- Melia Advisory Group, a Tulsa retirement planning firm, has updated its Social Security analysis, IRA management and estate planning services, effective Sept. 30, 2026, as lawmakers consider proposed changes affecting retirees and pre-retirees.
Details on the updated services can be found at https://www.meliagroup.com/
The updates coordinate the firm's Social Security analysis, IRA management, estate planning and Medicare planning services into a single retirement income review, and come as federal lawmakers consider legislation that could affect retirement timelines and benefit claiming decisions.
The updates follow the Sept. 24, 2026, introduction of the Blue Collar Social Security Fairness Act by Rep. Haley Stevens, D-Mich. The bill would allow workers in physically demanding jobs, such as construction, nursing, roofing and manufacturing, to claim full Social Security retirement benefits at age 60. The current full retirement age is 67 for those born in 1960 or later and to qualify, workers would need 20 years of physically demanding work or 15 points under an age-weighted system. The bill has been introduced but not enacted, and its prospects remain uncertain.
In addition, the proposal arrives as concerns about retirement income are rising. In the Allianz Life 2026 Annual Retirement Study, 67% of respondents said they worry more about running out of money than about death, up from 57% in 2022. Separately, a LiveCareer survey of 878 U.S. workers age 50 and older, reported by InvestmentNews, found that 91% said inflation or tariffs had affected their retirement plans.
"Retirees and pre-retirees are hearing a lot about proposed changes to Social Security, and many are unsure what those changes could mean for their own plans," said Greg Melia, CEO of Melia Advisory Group. "These updates are designed to help clients understand how market volatility, rising costs and potential policy changes may affect their retirement income, so they can make informed decisions. Our goal is to provide personalized guidance built on trust, transparency and a clear understanding of each client's objectives."
Melia Advisory Group charges advisory fees based on the assets it manages on a client's behalf. The firm reports that it typically works with clients who have portfolios of at least $250,000. Details on fees and compensation are available in the firm's Form ADV and Form CRS, filed with the U.S. Securities and Exchange Commission.
The updated services also include 401(k) rollover and IRA consolidation reviews. These give clients a structured way to evaluate bringing multiple former employer accounts under a single managed IRA. The firm also offers guidance on revocable and irrevocable living trusts, coordinating these estate planning tools with an income-focused investment strategy.
About Melia Advisory Group
Melia Advisory Group has served the Tulsa area since 2007, providing retirement planning, Social Security analysis, IRA management, estate planning and Medicare planning services to retirees and pre-retirees. Investment advisory services are offered through Melia Wealth, LLC, a registered investment adviser. More information is available at https://www.meliagroup.com/
This release is for informational purposes only and does not constitute individualized investment, tax or legal advice. Investing involves risk, including the possible loss of principal, and past performance does not guarantee future results. Trusts and other estate planning documents should be prepared with a licensed attorney.
Contact Info:
Name: Contact Melia
Email: Send Email
Organization: Melia Advisory Group
Address: 5424 S Memorial Dr Building E, Tulsa, Oklahoma 74145, United States
Website: https://www.meliagroup.com/
Source: PressCable
Release ID: 89204948
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