Why Financial Literacy is Important
by Brandon Miller on Nov 6, 2019
Being financially literate in today’s economic climate is more important than ever.
How to Pay Off Your Debt
by Brandon Miller on Oct 30, 2019
Do you know the difference between the snowball and avalanche method?
Systematic Withdrawal Strategies
by Brandon Miller on Oct 23, 2019
Should you arrange automatic distributions from your retirement or investment accounts?
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: