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.
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 […]
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.
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 […]
#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.
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 […]