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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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Living Below Your Means: 10 Things to Give Up That You May Never Miss

Living Below Your Means: 10 Things to Give Up That You May Never Miss

Sometimes you may find yourself in a tighter financial situation than expected. Maybe you've found yourself in the middle of a world wide pandemic. Maybe that paycheck didn’t reach as far as you[…]

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RMDs for 2020 are waived by the CARES Act [Video]

RMDs for 2020 are waived by the CARES Act [Video]

The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) is a relief bill passed by Congress in late March 2020 to provide economic relief to Americans during the current pandemic[…]

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Establishing Reliable Retirement Income Portfolios [Video]

Establishing Reliable Retirement Income Portfolios [Video]

Let’s explore how to establish Sustainable, Stable Retirement Income Portfolios Growth We all want growth in our portfolios and, ideally, that growth at least exceeds inflation. If you don't[…]

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Surviving Difficult Times with Fran Tarkenton [Video]

Surviving Difficult Times with Fran Tarkenton [Video]

    I was fortunate to have the opportunity this week to interview Fran Tarkenton, NFL Hall of Fame quarterback and successful entrepreneur and TV star.  We were discussing "Surviving[…]

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Your Investments and the Coronavirus

Your Investments and the Coronavirus

Watch the video or read the transcript of the webinar below: Ryan Dunn: All right. Hello and welcome. My name is Ryan Dunn and I'm joined by my partner and father-in-law, Dan Searles. We just[…]

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