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 CDs

Annuities Have Big Tax Advantages Over CDs

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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Planning For Early Retirement

Planning For Early Retirement

Oh, retirement. The one thing that almost everyone strives for. The end of the working life, and the beginning of a new, easier one full of traveling, family, and… not working. But even though[…]

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A Survivor Benefit Primer for FERS and CSRS

A Survivor Benefit Primer for FERS and CSRS

Overview The retirement annuities under CSRS and FERS have a survivor benefit option that can provide your spouse with an annuity after your death. Your annuity can be up to 55% of your full[…]

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