FINANCIAL PLANNING Guides you to think about areas of your financial life you may not have considered. Formalizes your goals and puts them in writing. Helps you prioritize your financial opportunities. Helps you determine realistic goals. Studies possible alternatives that could meet your goals. Prepares a financial plan and/or an investment policy statement for you. […]
Over the years I have attended many industry related seminars and conferences where I have been able to enjoy various motivational speakers, but the one that made the greatest impact on me is Dr. Jerry Linenger, a retired U.S Navy flight surgeon and NASA astronaut. His story has been referred to as one of the […]
On May 4th, we hosted our popular Wine, Women, and Wealth seminar, which discussed how women investors face special challenges that make financial literacy and advanced planning especially important. Women are more likely to outlive their husbands or be disproportionately affected by a divorce, making long-term financial strategies especially critical.
On April 27th the we hosted our first H2O May Be the Way to Grow Seminar. Less than 1% of Earth’s water is potable and global demand is rising. A dive into water investing potentially offers GROWTH (innovative businesses specializing in water technologies may represent some of the biggest capital growth opportunities) and IMPACT (investing […]
On Saturday, April 22nd, we hosted our annual Shred Fest event to celebrate the end of tax season! Clients gathered their old documents and paperwork to join us for a FREE secure shredding party. Hosted on site at Medallion’s office, we like to turn a mundane task into a party with live music, delicious refreshments, […]
We have all heard the saying, “Don’t put all of your eggs in one basket.” I heard it many times as a young child growing up in Lawrenceville, Georgia. One day that saying took on literal meaning. When age seven or eight, I walked down the dirt road to help our neighbor, Mrs. Still, a […]
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 to my benefit if I collect prior to full retirement […]
Autumn harkened our tastes to beer. Our clients and their guests joined us for this fun event, sampled a few brews while enjoying food and fun door prizes on Thursday, October 27th. Our Special Guest Scott, the Brewmaster from Olde Towne Gaithersburg’s Growlers, brought entertaining enlightenment about his craft.
“If you don’t know the Value of Money, go and borrow some.” -Benjamin Franklin (1706-1790), Poor Richard’s Almanack, April 1754Basic Tips for Financial Success (reprint of Your Money Matters article, syndicated column written by Dan Searles) One of the best gifts you can give a young person is an education in the basics of financial […]