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[…]

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[…]

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[…]

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[…]

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[…]

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[…]

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[…]

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[…]

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[…]

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[…]