Your Year-End Financial Checklist
by Brandon Miller on Nov 24, 2021
Aspects of your financial life to review as the year draws to a close.
Estate Taxes May Be Amended Soon
by Brandon Miller on Nov 10, 2021
What to know about the budget reconciliation bill.
The Need for Power of Attorney
by Brandon Miller on Oct 27, 2021
POAs and other advanced directives are becoming more important.
MoneySmarts – Charitable Giving
by Brandon Miller on Sep 28, 2021
Improving the lives of others, gaining tax-benefits and leaving a legacy; learn the benefits of giving back.
401(k) Millionaires
by Brandon Miller on Sep 22, 2021
What does this mean for your overall retirement strategy?
The Pros and Cons of Early Retirement Plan Rollovers
by Brandon Miller on Aug 18, 2021
Should you withdraw and reinvest your retirement plan money while you are still on the job?
Are You Ready for the Second Act of the S.E.C.U.R.E. Act?
by Brandon Miller on Jul 21, 2021
Some potential benefits of the Securing a Strong Retirement Act.
Smarter You Series – Retirement Saving and Income Planning
by Brandon Miller on Jul 13, 2021
Who’s ready to retire? Or rather, who’s ready to find out how to pay for retirement?
Smarter You Series – Marrying Assets
by Brandon Miller on May 11, 2021
This is for anyone thinking about how to bring your financial lives together and “marry assets?”
Understanding Extended Care
by Brandon Miller on Apr 28, 2021
The important question: are you prepared?
Retirement Questions That Have Nothing to Do With Money
by Brandon Miller on Mar 30, 2021
Think about these factors before you leave work for the last time.