Posts by Ryan Dunn
FAQ-How should I be invested in retirement? [Video]
How Should I Invest My Money in Retirement? Once you retire, you may be asking the questions: “How do I invest my money in retirement?”or “Should I even invest my money in retirement?” Maybe…
Read MoreFAQ- Will I have to work more after retirement? [Video]
Retirement. It’s something everyone thinks about and looks forward to enjoying. The idea of waking up without being tied to an alarm clock – to know that your day is yours. It’s a dream most people can’t wait to fulfill. Many of those…
Read MoreThings to Consider when Investing in the TSP Funds [Video]
As a federal employee, you are provided retirement plan options. The Thrift Savings Plan (TSP) is the federal version of the private sector’s 401(k). The TSP is a recognized, defined savings/investment contribution plan. The Thrift Savings Plan’s account balance comprises several components – federal employee…
Read MoreHow Do I Get Accurate Info From my HR Department? [Video]
As you’re getting closer to retirement, you may be reaching out to your HR department trying to figure out how you can get good, accurate information from them. There’s some good news and maybe some bad news to this. The good news is that most…
Read MoreWhy Do I Need a Financial Planner if I have a TSP? [Video]
If you’re invested in the TSP and the TSP is your primary vehicle for retirement, then you may be wondering, “Do I need a financial planner? Isn’t the TSP just managing my money for me?” There’s a lot to unpack in that simple question. Let’s…
Read MoreThings to Consider About Your Retirement Withdrawal Strategy [Video]
You’ve gotten to the point where you’re getting ready to retire. You know that the income from your employment is going to stop, and you have a decision to make: how are you going to approach income so that you can do the things that…
Read MoreHow Do I Maintain My Standard of Living in Retirement? [Video]
As you get closer to retirement, you may begin to ask, “How do I maintain my standard of living through retirement?” This is a complicated issue to answer as you start to unpack it because retirement isn’t always linear. You don’t always spend an even…
Read MoreAre Annuities Bad? [Video]
When evaluating any sort of financial product, the first thing to understand is that financial products are just tools. When tools are used correctly, they can be effective. When tools are used incorrectly, they can be ineffective. When it comes to the conversation about annuities,…
Read MoreWhen is the Best Day for a FERS Employee to Retire? [Video]
One of the big questions federal employees have is when is the best day to retire? There are several things that you want to take into consideration. Let’s talk about FERS employees because that’s where most of the federal employees are at this point. Below…
Read MoreDo I Have Enough Money to Retire? [Video]
Do I have enough to retire…will I ever be able to retire? As you get closer and closer to retirement, anxiety can begin to build up around the idea of whether you’ll have enough money to retire. In other words, “What’s that magical number that…
Read MoreYour TSP and the Coronavirus [Webinar]
Watch the video or read The transcript of the webinar below: Ryan Dunn: All right. We are at the top of the hour, so we’ll go ahead and get started. Hello and welcome. My name is Ryan Dunn. I’m a Charter Federal Employee Benefits Consultant…
Read MoreOur Charm City Adventure
This past weekend the entire Medallion Group Team made the 45-minute trip up I-95 to the grand ole city of Baltimore for a three-day training conference. We listened to various speakers cover a range of topics related to financial services. Over all, the trip was…
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