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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 by Congress and is set to…

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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 money or your identity. The FBI…

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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 be in the form of daily…

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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 the Seahawks vs.Cardinals Thursday night football…

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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 to help someone line up in-home…

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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 place in case of emergencies.  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 data at risk includes Social Security…

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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, corporate and municipal bonds, mutual funds,…

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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 has changed the ways people shop…

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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 to investments, we’re talking diversification and…

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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 memories are made – a place…

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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 – in “blue zones” where reaching…

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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 go onto the purpose of this…

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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 playing fields.  If we were to…

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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 to spend their free time may…

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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 your investments can be overwhelmed by…

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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 other forms of abuse.


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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 my mobile bank App for depositing…

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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 factors, including things you already do…

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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 education with real-world financial information 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 and email accounts, Word documents, PDFs…

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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 studies, but the results the same:…

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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 paranoia after we read an article…

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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 documents by our office to help…

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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 this opportunity to clean out the…

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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 of 2013. If you need a…

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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 April 15th is on a Saturday…

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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 good health to continue to enjoy…

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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 your job, finances or health. It…

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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 a more widespread audience than ever…

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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 recently read that the football Hall-Of-Famer,…

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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 well-rounded team of professionals and loved…

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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 stops you want to make?  When…

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