Video Recording of Understanding Trusts, Wills, and Powers of Attorney

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.

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5 Unexpected Benefits Of Letting (Your Stuff) Go

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 […]

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Shredlist

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 […]

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WEBINAR: Understanding The New Tax Laws 2018

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.  

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43 Reasons Why You Need A Financial Advisor

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. […]

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The Legacy of Love

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 […]

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Why You Should Consider Long Term Care Insurance

#1.  Gets you the care you need in the setting of your choice. #2.  Helps you maintain your independence. #3.  Can help protect your retirement assets. #4.  Helps relieve financial and care giving pressure on your family.

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Shred Fest 2017

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, […]

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5 Things Retirees Should Know About Social Security Benefits

Social Security provides an important source of guaranteed income for most Americans. Choosing the right claiming strategy is even more important under new Social Security regulations. For most Americans, Social Security will provide a significant portion of their income in retirement. According to Social Security Administration (SSA) statistics, Social Security benefits account for about 34 […]

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Don’t Put All Your Eggs In One Basket

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 […]

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