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December 21st, 2017 |

US National Capitol

Done Deal: Tax Reform Passes Congress

The tax reform bill lowering the corporate tax rate and making a number of adjustments to the individual tax code has been approved…

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December 14th, 2017 |

Online Holiday Shopping

Don’t let thieves ruin your holiday season

Learn how to protect your identity when shopping online

Another holiday season is here, bringing new ways for cyber-thieves to attempt to steal your…

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December 7th, 2017 |

Reflection

The importance of taking a pause

How often do we take time to pause and reflect?

Few of us have regularly scheduled times of reflection. This does not have to…

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October 27th, 2017 |

Seahawks party!

Join Miller Advisors for game time!

We are pleased to host a Seahawks party at the Wilde Rover in Kirkland on November 9th for…

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October 23rd, 2017 |

Rights and resources every caregiver should know

For someone suddenly thrust into the role of caregiver, it’s easy to feel overwhelmed and at a loss. Many people have never had…

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September 26th, 2017 |

Planning for and recovering from disaster

Watching all of the coverage for Hurricanes Harvey, Irma, and Jose makes me realize how important it is to have a plan in…

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September 20th, 2017 |

Handling the Equifax breach

What Occurred: Hackers gained access to sensitive information on 143 million American consumers. This is the third major cybersecurity threat since 2015. The…

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September 14th, 2017 |

T+2 settlement cycle

Effective September 5 the standard settlement cycle is two business days for most securities transactions; including but not limited to trades for stocks,…

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September 11th, 2017 |

Food technologies give consumers plenty to chew on

Americans spent roughly $1.4 trillion on food in 2016, a figure that represents 25% of all U.S. consumer spending. And just as technology…

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August 29th, 2017 |

Risk management demystified

Let’s face it: Life is a risk. That’s why risk management is a crucial part of a long-term financial plan. When it comes…

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August 21st, 2017 |

Leaving the vacation home to family

Whether sporting a lakefront view or nestled in a mountainside perch, your vacation home is a place where special moments happen and important…

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July 26th, 2017 |

Nine tips to live beyond 100

From the Grecian island of Ikaria where people “forget to die” to a sunny Californian community in Loma Linda, people are growing older…

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July 26th, 2017 |

Half right or full right?

I recently returned from a vacation driving around Spain and Portugal with my family (husband and two sons, ages 18/20). Now, before I…

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July 7th, 2017 |

The concept of a team

The word “team” is most commonly associated with the world of sports yet more and more this concept has evolved beyond just the…

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July 6th, 2017 |

Retirement reinvented

It’s estimated that 10,000 baby boomers reach retirement age every day. While age may be a commonality among this group, how they choose…

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June 23rd, 2017 |

Great return on investment

Investing the time and energy to track expenses and planning ahead will provide a great return for amount saved.  Any potential return on…

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June 20th, 2017 |

Fighting financial fraud

Financial fraud costs older Americans more than $36.5 billion each  year – and financial exploitation in particular is reported at higher rates than…

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June 8th, 2017 |

Investor Access mobile check deposit

Here is another piece of technology that will help to save you time and money, the Raymond James Mobile Check Deposit App.

I use…

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June 6th, 2017 |

Small steps to a better you

What does it mean to invest in our health? While eating that apple a day is still a great idea, there are many…

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May 15th, 2017 |

Nurturing moneywise children

Parents often emphasize the importance of education to their beloved children. The rewards are obvious. Yet all too many forget to bolster that…

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April 26th, 2017 |

Don’t forget about digital assets

Digital assets include any content or electronic information stored on a computer or through computer-related technology – such as financial accounts, social media…

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April 14th, 2017 |

How old is old?

I was recently reminded of a study done years ago to determine how old we think is old?  There have been several similar…

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April 10th, 2017 |

Grandparents are teachers, too

Surprisingly, millennials and their grandparents share similar attitudes about money.  Consider these ways to impart financial wisdom early and often.

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March 31st, 2017 |

Knowing where you stand financially

 

My wife and I are expecting our first child this coming October and we are beyond thrilled.  This excitement shifted to fear and…

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March 29th, 2017 |

Please join us April 19th for a shredding party!!

Taxes are due on Tuesday, April 18th-just a few weeks away! On Wednesday, April 19th, lighten your paperwork load and bring your old…

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March 17th, 2017 |

Spring cleaning

It is that time of the year when it will be warming up and we start looking forward to the spring.  Many use…

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March 13th, 2017 |

Mitigating the Medicare surtax

We’ve had a few years now to get familiar with the Medicare payroll tax and surtax that went into effect at the beginning…

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March 3rd, 2017 |

2017 income tax deadline and IRA contributions

April 18th is fast approaching!   That’s right; the deadline again this year is April 18th.  The reason for the later date is that…

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February 27th, 2017 |

Live longer, live better

Retirement is generally something people look forward to. It’s a stage when we have the most control over our lives and, hopefully, the resources and…

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February 10th, 2017 |

You are what you think

Research shows that 90% of your happiness is determined by your mindset, meaning only 10% is affected by external factors – be that…

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January 27th, 2017 |

The many faces of philanthropy

Largely thanks to the internet and social media, new trends in philanthropy have emerged as we share information faster and as part of…

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January 24th, 2017 |

Thinking small

Everywhere I look, there’s talk about thinking small.  This can mean reducing waste, reducing paper, and often reducing the size of our homes.

I…

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January 16th, 2017 |

How to build a winning financial team

Managing the moving parts of your financial picture can be complicated, and it only becomes more complex as your wealth increases. Engaging a…

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January 6th, 2017 |

Investing with a plan or emotionally reacting

When you plan a road trip, do you focus on each mile or make decisions based on the destination as well as the…

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