Here’s the video recording of our last seminar, Understandings Trusts, Wills, and Powers of Attorney, featuring estate attorney, Micah A Bonavari of Stein Sperling.
Do you have too much stuff? You’re not alone. Americans are great at accumulating stuff, but not great at knowing when or how to let it go. Going through all your accumulated things can be daunting, but we’re here to help you reclaim your life on every level. Popular TV shows like Tidying Up […]
As a child, my parents bribed me with toys to get good grades. Now that I’m an adult, the bribes are a lot less fun. Not Getting Arrested in exchange for Paying My Taxes isn’t the same dopamine rush as getting the Super Soaker I really wanted when I was nine. Now that tax day has passed, I’m dreading the […]
By Rachel Cornell, inspired by Craig Stephens on US News Disney’s movie Frozen came out when I was in college. As catchy as it is mind numbing after the millionth time your child replays the famous musical debut, Let It Go, the song has some truth to its message (especially when applied to letting […]
This year we shredded 3,200 pounds of paper at ShredFest 2018! Hosted on site at Medallion’s office on May 5th, 2018, we turned a mundane task into a party with live music, delicious refreshments, and THREE raffles! We served hot Krispy Kreme doughnuts, yogurt, hot coffee, cold artisan water, and other scrumptious breakfast foods while […]
This last Saturday, our new advisor, Alex Michur ran a booth we sponsored at Olney Days, an annual festival run by The Olney Civic Fund. We set up our tent in full patriotic red, white, and blue to promote our new book, X Marks The Spot, as well as give away copies of John’s book, […]
Do you ever wonder what you should and should not send through the shredder? According to the Environmental Protection Agency, each year Americans dispose of more than 258 million tons of trash. Additionally, we recycle 89 million or so more. And, if your house is like mine, we give a minivan load of stuff to […]
Since the new tax laws in 2018 were the most significant tax change in the United States in over thirty years, John Stohlman, CFP, shares our arsenal of shrewd “tax know-how” that would help viewers save on their tax bill, as well as equip them with a plan for the future in this webinar.
John Stohlman, CFP, along with special guest hosts Rob Rendely, CPA, and Rebecca Samuels, CPA, EA, held an educational seminar to explain the new changes in the tax laws. As this was the most significant tax change in the United States in over thirty years, we shared our arsenal of shrewd “tax know-how” that would […]
On December 7th, John Carroll from Deans Consulting LLC came to share with us an engaging and educational presentation on how to set our bodies up for success as we age. He dispelled common myths about aging and confronted the uncomfortable, while providing healthy strategies for people of all ages on preventing cognitive decline, how […]