Do you ever wonder what you should and should not send through the shredder? According to the Environmental Protection Agency, each year Americans dispose of more than 258 million tons of trash. Additionally, we recycle 89 million or so more. And, if your house is like mine, we give a minivan load of stuff to […]
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 viewers save on their tax bill, as well as equip them with a plan for the future in this webinar.
John Stohlman, CFP, along with special guest hosts Rob Rendely, CPA, and Rebecca Samuels, CPA, EA, held an educational seminar to explain the new changes in the tax laws. As this was the most significant tax change in the United States in over thirty years, we shared our arsenal of shrewd “tax know-how” that would […]
On December 7th, John Carroll from Deans Consulting LLC came to share with us an engaging and educational presentation on how to set our bodies up for success as we age. He dispelled common myths about aging and confronted the uncomfortable, while providing healthy strategies for people of all ages on preventing cognitive decline, how […]
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 opportunities. Helps you determine realistic goals. Studies possible alternatives that could meet your goals. Prepares a financial plan and/or an investment policy statement for you. […]
Over the years I have attended many industry related seminars and conferences where I have been able to enjoy various motivational speakers, but the one that made the greatest impact on me is Dr. Jerry Linenger, a retired U.S Navy flight surgeon and NASA astronaut. His story has been referred to as one of the […]
On May 4th, we hosted our popular Wine, Women, and Wealth seminar, which discussed how women investors face special challenges that make financial literacy and advanced planning especially important. Women are more likely to outlive their husbands or be disproportionately affected by a divorce, making long-term financial strategies especially critical.
On April 27th the we hosted our first H2O May Be the Way to Grow Seminar. Less than 1% of Earth’s water is potable and global demand is rising. A dive into water investing potentially offers GROWTH (innovative businesses specializing in water technologies may represent some of the biggest capital growth opportunities) and IMPACT (investing […]
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. Hosted on site at Medallion’s office, we like to turn a mundane task into a party with live music, delicious refreshments, […]