Medley Advisory LLC

10/23/2026

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic on retirement issues.

This attention-grabbing infographic covers retirement topics you may not have considered.

10/22/2026

Financial wellness involves careful planning. New Medicare plans may offer fewer benefits with higher costs. Pay close attention to networks and potential added charges to ensure healthcare needs align with financial goals.

Seniors need to pay attention to who is in network and what added charges they may face.

10/21/2026

Financial wellness thrives on solid planning and understanding markets. Consider the "Halloween Indicator"—historically, winter offers better returns. Be mindful of investor psychology and the potential pitfalls during the holidays.

Since the Dow Jones Industrial Average was created in the late 1890s, it has produced a 5.3% annualized return in the winter months and just 1.9% in the summer months.

10/21/2026

There are billions in unclaimed dollars in the US. Is some of that yours?

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

10/20/2026

Balancing financial wellness amidst aging, family caregiving, and healthcare is crucial. Insurance plays a vital role in financial planning, especially as the sandwich generation faces limited career choices and retirement savings. Prioritize evergreen strategies.

Members of the sandwich generation report it can consume hours, while limiting career choices and retirement savings. Tax breaks may cover only a fraction of the cost.

10/20/2026

Reviving nuclear plants to meet electricity demand, key for powering energy-intensive data centers, highlights the blend of technology and energy in financial planning and wellness. AI advances further underscore the need for robust financial strategies.

The United States is making an unprecedented attempt to revive three shuttered nuclear plants to meet rising energy demand, including from large-scale data centers.

10/19/2026

If you died, what would happen to your email archives, social profiles, and online accounts?

10/19/2026

Financial wellness starts with smart financial planning. Consider a charitable gift annuity for philanthropic goals, income, and tax benefits. It’s a strategy that blends charitable giving with personal financial growth.

While there are multiple charitable giving strategies, a charitable gift annuity (CGA) offers donors potential philanthropic, income, and tax benefits.

10/16/2026

like Warren Buffett. Learn to navigate downturns with resilience and the wisdom of seasoned professionals.

The principles that have kept Warren Buffett successful through several market crashes.

10/16/2026

Navigating financial wellness involves thoughtful financial and estate planning. Consider organizing assets to ensure smooth transitions, minimizing future conflicts for your family, and incorporating valuable tips to manage your own belongings.

A guide to disposing of all the things your parents accumulated over a lifetime. Plus, 10 tips for organizing your own stuff to spare your kids trouble or conflict.