Medley Advisory LLC

Medley Advisory LLC Gary Medley CFP provides Financial Planning, Portfolio Review and Investment Management services. Call me at 239-877-7140 for more information.

Do you know the risk factors that can lead to cognitive decline?
07/16/2025

Do you know the risk factors that can lead to cognitive decline?

Try these activities to keep your brain sharp.

Consider a bucket plan to go with your bucket list.
07/14/2025

Consider a bucket plan to go with your bucket list.

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Have you considered how long-term-care costs could affect your retirement budget? Find out more.
07/11/2025

Have you considered how long-term-care costs could affect your retirement budget? Find out more.

Determine your potential long-term care needs and how long your current assets might last.

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
07/09/2025

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

U.S. markets soared in Q2, driven by new trade policies. Globally, the MSCI EAFE Index continued its winning streak, wit...
07/08/2025

U.S. markets soared in Q2, driven by new trade policies. Globally, the MSCI EAFE Index continued its winning streak, with Korea and Japan excelling. European markets had mixed outcomes, with Germany and Spain leading. Economic signals were mixed: GDP contracted, job growth slowed, but durable goods orders surged while inflation trended lower.

Markets rose in the second quarter as investors witnessed the new U.S. trade policy's impacts unfold, while tensions continued in the Middle East.

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life ins...
07/07/2025

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life insurance coverage.

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

Three important questions to consider before you start taking.
07/04/2025

Three important questions to consider before you start taking.

When to start? Should I continue to work? How can I maximize my benefit?

Increase worker productivity and motivate your employees with these five simple and inexpensive ideas.
07/02/2025

Increase worker productivity and motivate your employees with these five simple and inexpensive ideas.

Five creative (and inexpensive) ideas for motivating your employees.

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this v...
06/30/2025

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this video to learn more:

Learn about what risk tolerance really means in this helpful and insightful video.

Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
06/27/2025

Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Have you used a junk-drawer approach to manage your investments?
06/25/2025

Have you used a junk-drawer approach to manage your investments?

It's easy to let investments accumulate like old receipts in a junk drawer.

How much can I put in? Contributing to a retirement plan makes sound financial sense; know the rules.
06/23/2025

How much can I put in? Contributing to a retirement plan makes sound financial sense; know the rules.

Determine if you are eligible to contribute to a traditional or Roth IRA.

Address

27499 Riverview Center Boulevard, Ste 133
Bonita Springs, FL
34134

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12394445644

Website

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