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A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days
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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®?   

-Why Hire a CFP®?




 

Helpful Content

The History of Retirement

The History of Retirement

Do you know where the idea of “retirement” comes from?

Immediate vs. Deferred Annuities

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

How Insurance Deductibles Work

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

 

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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