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Affordable Christmas Gift Ideas: Festive Holidays Without Breaking the Bank – Part 1

Affordable Christmas Gift Ideas: Festive Holidays Without Breaking the Bank – Part 1

Holiday Shopping Season Comes Earlier and Earlier I think by now we’re all resigned to the fact that the Christmas shopping season starts right after Labor Day. A visit to your local Costco or[…]

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Planning to Retire Within Five Years? Retirement Planning Questions You Should Consider Now

Planning to Retire Within Five Years? Retirement Planning Questions You Should Consider Now

If you're planning to retire within five years, you might be getting restless thinking about whether or not you’re financially ready. While five years isn't long to finalize retirement planning,[…]

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7 Key Components of a Comprehensive Retirement Plan

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[…]

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If this Election Rocks the Market, Where is My Hope for Income?

If this Election Rocks the Market, Where is My Hope for Income?

When it comes to our finances, we all want to have certainty and assurance of our income, at least as much as possible. During an election year when emotions are running high, you may be tempted[…]

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Elections and Your Investments: My Candidate Lost…Do I Sell?

Elections and Your Investments: My Candidate Lost…Do I Sell?

All of us have had the experience of waking up the day after an election that we were really passionate about with a disappointment in the election outcome that makes us almost want to stay in[…]

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Financial Planners Don't Have a Crystal Ball [Video]

Financial Planners Don't Have a Crystal Ball [Video]

  Today I  want to clear up a misnomer that I hear all the time. I get asked... "What does a financial planner do?" "Can he get me out of the market and keep the stock market crash from[…]

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Good News about Life Insurance [Video]

Good News about Life Insurance [Video]

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Economic Impact Payment Reminder [Video]

Economic Impact Payment Reminder [Video]

Hi, this is Josh Brunner from Medallion Financial. I was on the IRS website today and I came across an article. If anyone's still waiting for their stimulus check to come in and haven't[…]

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FERS Civil Service Retirement: Planning Required

FERS Civil Service Retirement: Planning Required

New Ideas Bring New Complications It’s human nature that when someone gets a good idea they want everyone to get on board. This also holds true for good ideas in the government. The Federal[…]

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Retirement SMART Goals

Retirement SMART Goals

 You have probably heard of the term “SMART goals” before. The term has become a bit of a cliché these days and it’s almost impossible to listen to a motivational speaker or read a self-help[…]

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