Welcome to Medley Advisory
Medley Advisory, llc is committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, financial resources and wealth management services to help you reach your goals.
We want to help you with these issues. But most of all, we want to help you manage your money so you can manage your life. Come and learn more about Medley Advisory and how we can assist you.
Why Hire A Certified Financial Planner®?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Bonds may outperform stocks one year only to have stocks rebound the next.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
There are things about Social Security that might surprise you.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Why are 401(k) plans, annuities, and IRAs so popular?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Women must be ready to spend, on average, more years in retirement than men.
$1 million in a diversified portfolio could help finance part of your retirement.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Understanding the cycle of investing may help you avoid easy pitfalls.