Bad Money Habits: How They Vary by Generation & How to Break Them for Good
by Brandon Miller on Jan 16, 2024
What was the last money mistake you made?
If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do
Quarterly Market Update Call
by Brandon Miller on Dec 14, 2023
Hard to believe but 2023 is wrapping up and there is a lot to unpack about where we are and what we can expect from the markets as we move into 2024.
Negotiating a Great Mortgage in a High Rate Environment
by Brandon Miller on Nov 8, 2023
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
How to Stop Subconsciously Sabotaging Your Financial Goals
by Brandon Miller on Oct 18, 2023
How often do you set new financial goals? How often do you achieve them?
Most of us aren’t very successful with our goals, even when we have the best
Quarterly Market Update Call
by Brandon Miller on Oct 12, 2023
Where do we stand in the first month of Q4?
Money Smarts: Behavioral Finance
by Brandon Miller on Oct 12, 2023
Gene Elliott and Lindsey Swanson discuss how individuals can let emotion and psychology influence financial decisions.
Navigating the Post-Cancellation Era of Student Loans
by Brandon Miller on Sep 20, 2023
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where does that leave you and your outstanding
Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps
by Brandon Miller on Sep 6, 2023
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer
by Brandon Miller on Aug 16, 2023
Are you currently negotiating a new job offer or searching for a new role?
This article aims to guide you on your journey.
The question is: how do you ensure
Schwab Transition Town Hall
by Brandon Miller on Aug 14, 2023
Do you have questions about the upcoming transition from TD to Schwab? Watch out latest video to find out more!