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    Free Consultation

Life After Retirement

Do you want to leave an IRA to your Children or Grandchildren?

Recently we have had several client inquiries asking, “Is leaving my IRA to my children or grandchildren a good idea?” The answer to the question is possibly. As so often is the case, it depends on the goals you are trying to accomplish, and of…

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post icon in Financial Planning, Life After Retirement, Retirement, Retirement Planning by John Stohlman Jan 16, 2023
By John Stohlman | January 16, 2023

FAQ- 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…

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post icon in Life After Retirement, Retirement, Retirement Planning by Ryan Dunn Aug 23, 2022
By Ryan Dunn | August 23, 2022

Annuities Give Retirees Freedom to Spend

The days of riding off into the sunset with a guaranteed pension paycheck and a gold watch are no longer a reality for most people. According to CNN, the percentage of private sector workers with a traditional pension plan is 4% today compared to 60%…

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post icon in Annuities, Life After Retirement, Retirement, Retirement Planning by Daniel Searles Aug 16, 2022
By Daniel Searles | August 16, 2022

7 Key Components of a Comprehensive Retirement Plan

In a 2019 survey, nearly half of all American adults reported having nothing saved for retirement. Another 19 percent had between $1 and $10,000 set aside, and 20 percent had between $10,000 and $100,000.This means that more than eight in every 10 adults have under…

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post icon in Life After Retirement, Retirement, Retirement Planning by Medallion Group Nov 14, 2020
By Medallion Group | November 14, 2020

TSP Rollovers: A Scandal in the Making?

TSP Rollovers Make Bad Press Lately, there has been a splash of negative articles about feds choosing to roll their TSP accounts over to IRA’s and managing funds themselves. 45% of federal retirees take their money out of the TSP, causing a reduction of about…

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post icon in Annuities, Life After Retirement, Retirement, Retirement Planning by Medallion Group Oct 27, 2014
By Medallion Group | October 27, 2014

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    MEDALLION FINANCIAL GROUP

    13 E. Deer Park Drive
    Gaithersburg, MD 20877
    (301) 990-9704

    Securities offered through Grove Point Investments, LLC., member FINRA/SIPC.
    Investment Advisory Services offered through Grove Point Advisors, LLC. Grove Point Investments, LLC. & Grove Point Advisors, LLC.
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