Are Emotions Controlling Your Personal Finances?
by Brandon Miller on Aug 18, 2022
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
Financial Planning for Young Professionals
by Brandon Miller on Aug 18, 2022
It’s never too early to start planning for your financial future.
When a Spender and a Saver Fall in Love
by Brandon Miller on Apr 28, 2021
Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.
5 Ways to Safeguard Your Finances Against a Second Wave of Coronavirus
by Brandon Miller on Sep 2, 2020
Will you be ready?
The Importance of Tax Loss Harvesting with Brandon Miller
by Brandon Miller on May 14, 2020
Brandon discusses the importance of tax loss harvesting in his weekly market update call on May 14th.
This video is for general informational
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
Financial Literacy for Children
by Brandon Miller on Aug 21, 2019
Do your kids understand Wants vs. Needs?
3 Money Management Principles for Children
by Brandon Miller on Aug 7, 2019
What 3 things should your kids know about money?
Why Financial Advisors Are Still Important
by Brandon Miller on Feb 25, 2019
A live person makes a difference.
5 Common Financial Terms
by Brandon Miller on May 23, 2018
If you’re just starting to take charge of your financial future, it can be stressful approaching financial planning with confidence. Do you ever talk to your