Medalist Wealth Management
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MATT'S LATEST BOOK
Request Your Copy of "Trust But Verify"
Request Your Copy of "Trust But Verify"
You Deserve A First-Place Retirement. At Medalist Wealth Management, we believe retirement is a well-deserved reward for your lifetime of diligence. Our goal is to guide you through the planning process and help bridge the gap between your dreams for the future and the reality of pursuing them. We are all in when it comes […]
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Discover Your Retirement Tax Bill
FEATURED ARTICLES
Why Smart Retirees Are Ditching Traditional Financial Plans
Why Smart Retirees Are Ditching Traditional Financial Plans
Financial plans based purely on growth, like the 60/40 portfolio, are built for a different era. Today’s retirees need plans based on real-life risks and goals and that feature these four elements.
In Your 50s? We Need to Talk About Long-Term Care
In Your 50s? We Need to Talk About Long-Term Care
Many people don't like thinking about long-term care, but most people will need it. This financial professional recommends planning for these costs as early as possible to avoid stress later.
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Medalist Wealth Management Website
Medalist Wealth Management Website
You Deserve A First-Place Retirement. At Medalist Wealth Management, we believe retirement is a well-deserved reward for your lifetime of diligence. Our goal is to guide you through the planning process and help bridge the gap between your dreams for the future and the reality of pursuing them. We are all in when it comes […]
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