The Solo 401(k)
by Brandon Miller on Oct 9, 2019
A retirement savings vehicle designed for the smallest businesses.
Annual Financial To-Do List
by Brandon Miller on Oct 2, 2019
Things you can do for your future as the year unfolds.
Why "Dating" Your Financial Planner is a Good Idea
by Brandon Miller on Sep 27, 2019
Before making a long-term commitment, here's what you should know.
The Importance of Financial Goals
by Brandon Miller on Sep 25, 2019
These are the obstacles we all face in trying to achieve our financial goals.
Why Having a Financial Professional Matters
by Brandon Miller on Sep 18, 2019
A good professional provides important guidance and insight through the years.
AICPA Highlights 6 Recent Personal Finance Trends
by Brandon Miller on Sep 11, 2019
The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be concerned about. These trends highlight the fact that almost 63 percent of Americans today are unable to pass a basic financial literacy test.
Here are the troubling trends, as well as some tips on how to avoid them:
Why Financial Advisors are Still Important
by Brandon Miller on Sep 4, 2019
The role of an advisor can make a difference.
How to Protect Yourself When the Government Won’t
by Brandon Miller on Aug 30, 2019
Knowing the difference between the suitability and fiduciary standard.
A Bucket Plan to Go with Your Bucket List
by Brandon Miller on Aug 28, 2019
A way to help you prepare.
Financial Literacy for Children
by Brandon Miller on Aug 21, 2019
Do your kids understand Wants vs. Needs?