The Stern Report

The Stern Report ...from the windy city to a Sun Devil I was born in Chicago, IL and moved to Arizona to attend Arizona State University.

I received my BS Degree from the College of Business. My career started in the insurance industry, 1987 specializing in health insurance. In 1999, I started working with other insurance carriers in the insurance industry and have been a wholesaler for almost 5 years. Joining the Medallion Financial team in the summer of 2014, I am anxious to help you give your business a boost from having the righ

t products and the right team supporting you. Contact me today [email protected] or call at
(TF) 800–727–9258 x10255 | (P) 330-423-0561 | (C) 602-524-2740

You're More Likely to Retire Wealthy if You Do This One Thing
07/27/2017

You're More Likely to Retire Wealthy if You Do This One Thing

Only 24% of people do this.

Money Basics: What is an annuity?
07/25/2017

Money Basics: What is an annuity?

If you’re planning for your retirement, you might want to consider opening an investment account known as an annuity. A type of insurance...

07/24/2017
How to Make Your Money Worries Disappear
07/20/2017

How to Make Your Money Worries Disappear

Here’s how much you should have saved and how to catch up
07/18/2017

Here’s how much you should have saved and how to catch up

Are you on the right track?

4 money problems that didn't exist 50 years ago (and how to fix them)
07/13/2017

4 money problems that didn't exist 50 years ago (and how to fix them)

The world is a better place than it was 50 years ago ... but it's also certainly more complicated, especially when it comes to personal finance.

The part of retirement no one plans for
07/11/2017

The part of retirement no one plans for

Everyone (hopefully) plans for retirement. But there's one part most people don't even think about -- health care.

6 Trends That Are Changing Retirement in America
07/06/2017

6 Trends That Are Changing Retirement in America

A variety of societal, economic and generational shifts are converging to redefine retirement.

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