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TSP Modernization Act Webinar

TSP Modernization Act Webinar

 

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Santa is Retired

Santa is Retired

Santa Has Left the Building If you haven’t already heard, Santa gave up his breaking-and-entering delivery schedule long ago. Initially, Sears, Macy’s, and Gimbels took over. Today, Amazon,[…]

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WEBINAR: Understanding The New Tax Laws 2018

WEBINAR: Understanding The New Tax Laws 2018

Since the new tax laws in 2018 were the most significant tax change in the United States in over thirty years, John Stohlman, CFP, shares our arsenal of shrewd "tax know-how" that would help[…]

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43 Reasons Why You Need A Financial Advisor

43 Reasons Why You Need A Financial Advisor

FINANCIAL PLANNING Guides you to think about areas of your financial life you may not have considered. Formalizes your goals and puts them in writing. Helps you prioritize your financial[…]

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Shred Fest 2017

Shred Fest 2017

On Saturday, April 22nd, we hosted our annual Shred Fest event to celebrate the end of tax season! Clients gathered their old documents and paperwork to join us for a FREE secure shredding party.[…]

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Financial Planning: Don't Put All Your Eggs In One Basket

Financial Planning: Don't Put All Your Eggs In One Basket

We have all heard the saying, “Don’t put all of your eggs in one basket.” I heard it many times as a young child growing up in Lawrenceville, Georgia. One day that saying took on literal meaning.[…]

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Choosing a Financial Advisor: What to Know Before You Invest

Choosing a Financial Advisor: What to Know Before You Invest

Choosing a financial advisor may be one of the most important financial decisions that you will ever make. The person you decide to work with will be in a position to influence critical[…]

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Don't Panic

Don't Panic

If you’ve been watching market headlines, you probably heard that markets tumbled in the first days of 2016, raising the specter of corrections and bear markets. When markets swing, it’s natural[…]

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Exciting Changes at Medallion

Exciting Changes at Medallion

After working as Laura’s assistant since 2002, Suzanne is becoming a Financial Advisor taking on her own clients full  time, and will primarily be working to assist federal employees with[…]

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Collapsing Life Insurance

Collapsing Life Insurance

Life Insurance. Those words are enough to make many people’s eyes roll over into the backs of their heads. Some people think it’s boring. Others simply don’t want to think about the fact that[…]

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