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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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Albert Einstein and Our Tax Code

Albert Einstein and Our Tax Code

The great physicist and philosopher Albert Einstein once said, “The hardest thing in the world to understand is the income tax!” The man was a genius and even he couldn’t make sense of our tax[…]

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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[…]

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What Does a Financial Planner Do? Can He Bake a Cherry Pie?

What Does a Financial Planner Do? Can He Bake a Cherry Pie?

If you’ll allow me the grace of an analogy we’ll have some fun and I’ll answer our most commonly asked question, “What does a financial planner do?”

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Annuities: The Financial Swiss Army Knife

Annuities: The Financial Swiss Army Knife

From politics to religion, it’s no secret that this country is sharply divided on many issues. Remember when Republican Ronald Reagan was President and Tip O’Neal was the Democratic Leader?[…]

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