Event: Understanding Social Security Benefits

At Medallion Financial, one of the most important things we provide our clients is timely information and professional advice. On November 17th , John and Laura Stohlman presented facts and information to help attendees understand social security options. Topics covered were:

• What is the impact on my benefit if I collect prior to full retirement age?
• What can my spouse collect?
• How am I taxed on my Social Security benefits?
• Are there special rules if I receive a government pension?
• Is there a penalty for choosing not to enroll in Medicare?

Delectable desserts, coffee, tea, and hot cider were served. We hope you can join us at our next information meeting.

At Medallion Financial Group, we believe financial planning is about Family. We have been helping families invest in the future since 1987 through a holistic planning approach. We recognize there are a variety of needs when it comes to retirement planning, plan rollovers, annuities, college planning, life insurance options, and investment management. It is easy to get lost in a sea of choices. Our financial advisors help with the basics and beyond to enable our clients to get the education, advice and management they need to retire with confidence.

Our focus is twofold: first and foremost, we are fiduciary advisors. We stand against any violation of laws, values, and ethics. Second, we treat our clients as part of our family, not only those who call Maryland and Georgia home, but clients across the US who have benefited from our reputation of personal service, integrity, and expertise.

We strive to exceed client expectations – because we have high expectations of ourselves.