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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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5 Ways to Set You and Your Children on a Path to Financial Success

5 Ways to Set You and Your Children on a Path to Financial Success

You're never too young to start learning how to deal with the tool called "money." Once children are old enough to complete basic age-appropriate chores and want to spend money on things they see[…]

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April Wellness Topics to Be Mindful Of

April Wellness Topics to Be Mindful Of

Here at Medallion Financial Group, we recognize that there are many different dimensions of our personal health. Many people think about wellness in terms of physical health only, but one’s overall[…]

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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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Should You Be Worried? Geopolitical Shocks & Historical Trends in the Stock Market [Video]

Should You Be Worried? Geopolitical Shocks & Historical Trends in the Stock Market [Video]

Does history repeat itself in the stock market? What's happened in the past doesn't necessarily reflect what's going to happen in the future, but it does give us a barometer and a reason not to[…]

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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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What Does a Financial Planner Do? Can They Bake a Cherry Pie?

What Does a Financial Planner Do? Can They Bake a Cherry Pie?

Our founder, partner, and financial advisor, Dan Searles CFP®, RFC®, CEP®, LUTCF explains what a financial planner does using examples from his family life.    If you’ll allow me the grace of an[…]

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