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Medallion Group Team

Recent Posts

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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Five Lessons I Learned As An Executor

Five Lessons I Learned As An Executor

Recently, I had the unfortunate experience of being an executor for my grandmother’s estate. When I agreed to do it, I never could have imagined what was in store. There was no amount of[…]

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Should You Buy That New Car?

Should You Buy That New Car?

If you’re like me, the prospect of being without a car is a scary one. Cars are what we use to get around, whether it’s a trip to a friend’s house, a restaurant, the grocery store, work, or[…]

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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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