Medallion Group Team

Recent Posts

Should You Invest In Companies That You Don’t Believe In?

Should You Invest In Companies That You Don’t Believe In?

Socially Responsible Investing As the array of investment options continues to grow, investors have the opportunity to be more and more selective about the companies they choose to invest in, often[…]

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4 Ways to Help Prepare your Finances for the Unexpected

4 Ways to Help Prepare your Finances for the Unexpected

Are you and your finances prepared for a rainy day? Major fluctuations in the market, new legislation, unexpected health issues and more can put stress on your budget. But, planning ahead can help[…]

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Reasons Women Should Look Into Long-Term Care

Reasons Women Should Look Into Long-Term Care

1) Women Live Longer. It’s no secret that women generally live longer than men, and there are plenty of statistics to prove it. And while a longer life is surely a blessing, it can also present many[…]

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Should I Get Identity Theft Protection?

Should I Get Identity Theft Protection?

In the face of data breaches and updating privacy terms, everyone faces a similar question: should I get identity protection? Although you may have not been directly affected by security or privacy[…]

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A Legacy for Your Great-Grandchildren: The 529 Plan Blog

A Legacy for Your Great-Grandchildren: The 529 Plan Blog

Four generations gather around the family table for Easter this year. Your granddaughter is proudly showing off her new baby, which makes you a great-grandparent. To be honest, you didn’t think[…]

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A Blast From The Past: Federal Employee Retirement Benefits

A Blast From The Past: Federal Employee Retirement Benefits

Focusing on Federal Employee Retirement Benefits Have you ever experienced one of those moments in life where you find yourself sucker-punched by reality? I don’t mean a gentle love tap, either. I’m[…]

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Annuities Have Big Tax Advantages Over CD’s

Annuities Have Big Tax Advantages Over CD’s

The most important skill a financial planner brings to the table for their client is not knowledge, designations, or even experience. A planner’s most important asset is his or her ability to put[…]

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Cashing in Old Life Insurance

Cashing in Old Life Insurance

Many people have asked us about old financial papers and their current worth. The questions have included what to do with old bank certificates of deposit, old stock certificates, and ancient papers[…]

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Planning For Early Retirement

Planning For Early Retirement

Oh, retirement. The one thing that almost everyone strives for. The end of the working life, and the beginning of a new, easier one full of traveling, family, and… not working. But even though[…]

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A Survivor Benefit Primer for FERS and CSRS

A Survivor Benefit Primer for FERS and CSRS

Overview The retirement annuities under CSRS and FERS have a survivor benefit option that can provide your spouse with an annuity after your death. Your annuity can be up to 55% of your full[…]

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