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July 30th, 2020 |

Probate workarounds can save heirs time and money

A reader recently reached out after his elderly mother died, asking how soon he could distribute the $10,000 she had earmarked in her…

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July 16th, 2020 |

Four Questions on the Roth Five-Year Rule

The Roth “five-year rule” typically refers to when you can take tax-free distributions of earnings from your Roth IRA, Roth 401(k), or other…

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July 2nd, 2020 |

Keeping cool: investment strategy vs. reaction

After losing ground in 2018, U.S. stocks had a banner year in 2019, with the S&P 500 gaining almost 29% – the highest…

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June 19th, 2020 |

Quarantine fatigue: Why some of us have stopped being vigilant and how to overcome it

If you’ve found you’re no longer disinfecting your hands as often or becoming more lenient toward unnecessary trips outside, you’re not alone.

This unintentional…

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June 4th, 2020 |

You’ve hit a wall working remotely. Now what?

It’s hard to stay motivated right now.

Perhaps you’ve wrapped up that big project you started while still in the office and now you’re…

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May 28th, 2020 |

The Covid-19 essential estate planning “Go package”

An estate plan doesn’t do much good when key people don’t know about it or have access to key documents and information. That’s…

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May 14th, 2020 |

Coronavirus pandemic scams: Here’s how to avoid falling for them

Never have we been so attractive as targets for fraudsters and scammers as we are right now.

That’s because the uncertainty around the coronavirus…

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April 30th, 2020 |

Choosing the right trustee

Over the next 25 years, 45 million U.S. households are expected to transfer $68 trillion to the next generation, according to Cerulli Associates….

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April 17th, 2020 |

RAYMOND JAMES COVID – 19 UPDATE WEBINAR

Miller Advisors Invites you to listen to Raymond James Client Webinar COVID-19 Update. Our staff found this information to be very educational and…

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April 17th, 2020 |

Stuck at Home? These 12 Famous Museums Offer Virtual Tours You Can Take on Your Couch (Video)

Experience the best museums from London to Seoul in the comfort of your own home.

Going into a self-quarantine can have many complex issues…

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April 3rd, 2020 |

F.A.Q. on Stimulus Checks, Unemployment and the Coronavirus Plan

As of March 31, 2020

The $2 trillion relief bill will send money directly to Americans, greatly expand unemployment coverage and make a number…

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March 27th, 2020 |

This can protect your finances during the coronavirus scare

As of March 10, 2020

In the past week, the number of U.S. COVID-19 cases surged from a
handful of incidents in a number…

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March 25th, 2020 |

Social distancing can’t mean being disconnected

Opinion by Katie Hawkins-Gaar

My mom turned 65 last week, and that milestone prompted some difficult conversations. We discussed the potential seriousness of the…

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March 18th, 2020 |

Coronavirus updates: actions we are taking

We wanted to reach out to you today and assure you that we are
continuing to monitor the COVID-19 situation closely. Our…

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March 12th, 2020 |

Due date approaches for 2019 federal income tax returns

Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together – that includes…

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February 28th, 2020 |

How to protect yourself from real estate scams

The F.B.I. says real estate transactions are a growing target of wire fraud. Here are some ways to…

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February 13th, 2020 |

Knowing the basics of credit can help you take charge of it

By now, you’ve encountered the world of credit, whether it was renting your first apartment or figuring out how to pay…

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January 30th, 2020 |

7 simple tricks for saving more money

You may be surprised at how easy some of these powerful money-saving moves are. You may be able to save thousands of dollars…

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January 16th, 2020 |

SECURE act signed into law

Congress has passed the SECURE Act. The Setting Every Community up for Retirement Enhancement Act of 2019 (SECURE Act)
was voted on…

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