Qualified Charitable Distributions
by Brandon Miller on Mar 20, 2019
When you reach age 70½, they can be a new way of giving.
Midlife Money Errors
by Brandon Miller on Mar 15, 2019
If you are between 40 & 60, beware of these financial blunders & assumptions.
Have You Budgeted for Retirement?
by Brandon Miller on Mar 11, 2019
Creating a strategy for success.
Your Financial Strategy
by Brandon Miller on Mar 8, 2019
Like a chess grandmaster, it’s worth thinking a few moves ahead.
Audit Red Flags
by Brandon Miller on Mar 6, 2019
What raises eyebrows at the Internal Revenue Service?
How to Find True Love...With a Financial Advisor
by Brandon Miller on Feb 20, 2019
Looking to match with the right Financial Advisor? Here are some things to consider.
Medicare: Proactively Planning for Healthcare Costs
by Brandon Miller on Feb 20, 2019
Watch this replay to learn everything you didn’t know you needed to know about enrolling in Medicare and more!
Certain Uncertainties in Retirement
by Brandon Miller on Feb 15, 2019
Two financial unknowns may erode our degree of confidence.
Top Strategies for Charitable Giving
by Brandon Miller on Feb 8, 2019
Make sure the money you donate is used effectively.
Charitable Contribution Limits
by Brandon Miller on Feb 6, 2019
What are the limits for Donor-Advised Funds and Private Foundations?
The Cure for Your Holiday Spending Hangover
by Brandon Miller on Jan 28, 2019
Allowances aren't just for children!
Conference Call: Looking Forward, Looking Back w/ Robert Stein
by Brandon Miller on Jan 23, 2019
Robert Stein, Deputy Chief Economist of First Trust recaps the end of 2018 along with looking forward for 2019.