Organization Tips to Help Take Time off Taxes
by Brandon Miller on Apr 5, 2023
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
5 Year-End Tax Planning Opportunities
by Brandon Miller on Mar 1, 2023
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
How Market Cycles Can Impact Retirements
by Brandon Miller on Apr 6, 2022
Sequence of returns can play a role in your overall portfolio.
Outlook for 2022
by Brandon Miller on Jan 5, 2022
It’s a new year, full of new possibilities for what may lie ahead.
How to Keep Taxes from Distorting Retirement Horizons
by Brandon Miller on Dec 22, 2021
How much of your IRA is an IOU?
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.
Cash Alternatives for Charitable Giving
by Brandon Miller on Nov 17, 2021
Thinking about donating? Think of these choices.
Estate Taxes May Be Amended Soon
by Brandon Miller on Nov 10, 2021
What to know about the budget reconciliation bill.
The Expanded Child Tax Credit
by Brandon Miller on Sep 15, 2021
What changes to the Child Tax Credit are now in place?
Tax & Estate Strategies for Married LGBTQ+ Couples
by Brandon Miller on Jul 7, 2021
In this age of marriage equality, there are new possibilities.
Tax Efficiency in Retirement
by Brandon Miller on Mar 17, 2021
What role should taxes play in your investment decisions?