Why You Might Want to Create a Donor-Advised Fund
by Brandon Miller on Dec 19, 2018
A DAF can be a great way to give, with potentially great tax breaks.
Some Changes Are Coming for 401(k)s
by Brandon Miller on Dec 17, 2018
Take note of the changes for 2019.
Your 2019 Financial To-Do List
by Brandon Miller on Dec 14, 2018
Things you can do for your future as the year unfolds.
Social Security Gets Its Biggest Boost in Years
by Brandon Miller on Dec 10, 2018
Seniors will see their retirement benefits increase by an average of 2.8% in 2019.
A Quick Guide to Planned Giving
by Brandon Miller on Dec 3, 2018
How to make giving a part of your estate plan.
When You Retire Without Enough
by Brandon Miller on Nov 26, 2018
Start your “second act” with inadequate assets, and your vision of the future may be revised.
No, That Is Not the I.R.S. Calling
by Brandon Miller on Nov 19, 2018
Watch out for crooks impersonating I.R.S. agents (and financial industry professionals).
Who Is Your Trusted Contact?
by Brandon Miller on Nov 15, 2018
This vital investment account question should be answered sooner rather than later.
End-of-the-Year Money Moves
by Brandon Miller on Nov 12, 2018
Here are some things you might want to do before saying goodbye to 2018.
November is Long-Term Care Awareness Month
by Brandon Miller on Nov 7, 2018
A few facts you should know.