December 23rd, 2021 | Miller Advisors
Season’s Greetings
Season’s Greetings from the Miller Advisors Family to yours,
As we come to the close of another year, we are reminded that the best…
December 23rd, 2021 | Miller Advisors
Season’s Greetings from the Miller Advisors Family to yours,
As we come to the close of another year, we are reminded that the best…
October 28th, 2021 | Miller Advisors
Increase in payments for seniors and other Americans reflects surging inflation during pandemic. Roughly half of Americans aged 65 and older relied on Social Security for 50% or more…
October 18th, 2021 | Miller Advisors
Oct. 1: Last day to establish a SIMPLE IRA plan or a Safe Harbor 401(k) to be effective for 2021.
Oct. 15: Open enrollment for…
September 30th, 2021 | Miller Advisors
The CARES Act suspended required minimum distributions for 2020, but the exemption hasn’t been extended. Keep relevant 2021 deadlines in mind.
As a reminder, The Coronavirus Aid, Relief, and Economic…
September 16th, 2021 | Miller Advisors
Home title theft. This is a “threat” I only learned about from frantic radio commercials warning that your home can be stolen from you. They claim thieves can deed…
September 2nd, 2021 | Miller Advisors
We just completed our first client survey at GIardini Medicare. One question that we asked was, “What was the hardest thing to deal with in your transition to Medicare?”
We…
August 26th, 2021 | Miller Advisors
Now that we’ve talked about the importance of deciding between Medicare alternatives, let’s continue our Medigap and Medicare Advantage journey.
You’ve decided that a Medigap contract combined with a prescription…
August 19th, 2021 | Miller Advisors
Every year. Every day. Clients must choose one of two paths to complete their Medicare coverage.
When a person transitions to the Medicare system, there is lots of confusion. Remember that for…
August 5th, 2021 | Miller Advisors
The Long-Term Care Trust Act, also known as the WA Cares Fund, is effective January 1, 2022.
In 2019, Washington became the first state in the nation to create a…
August 3rd, 2021 | Miller Advisors
RULE 1 Be a partner in the financial decision making.
RULE 2 Create a “Don’t Ask” Fund for discretionary expenses for personal items.
RULE 3 Have one credit card in your…
July 29th, 2021 | Miller Advisors
Your trusted financial institutions should have solid privacy protocols in place. But you can take steps to protect sensitive information on your end, too.
Many of our day-to-day activities leave…
July 15th, 2021 | Miller Advisors
For the first time since I was a little kid, the “half” is about to be important again.
The “half” is something children care about that adults typically ignore. It’s…
June 30th, 2021 | Miller Advisors
Many of us celebrate the Fourth of July every year with fireworks, barbecues, concerts and parades. Growing up, you may have heard that we celebrate Independence Day on July…
June 17th, 2021 | Miller Advisors
One of the most common and costly: worrying about dying too soon
There are six main ways to do damage to your Social Security plan, according to academics, financial advisers…
June 3rd, 2021 | Miller Advisors
If you thought investing in your 401(k) plan was hard, just wait until the time comes when you have to start taking money out of your retirement…
May 27th, 2021 | Miller Advisors
While Memorial Day weekend is often the perfect time to take a short trip or kick off the start of summer with friends and family, it’s also much more…
May 20th, 2021 | Miller Advisors
With potential tax changes on the horizon, here are the IRA moves to make now.
On the eve of this year’s Kentucky Derby, the first of three races…
May 6th, 2021 | Miller Advisors
Keep an eye out for warning signs and reduce your vulnerability with a few simple tips.
Identity thieves are stealing other people’s personal information and using…
April 22nd, 2021 | Miller Advisors
These nine commonalities may help you live a longer, healthier and happier life.
People are growing older – and bolder – in “Blue Zones” where residents disproportionately live…
April 8th, 2021 | Miller Advisors
Studies Find Boomers Are Largely Underfunded for Retirement.
Although the age range isn’t exact, the youngest baby boomers are around 55 and the oldest are now in their…
March 29th, 2021 | Miller Advisors
The IRS has extended the deadline for filing your 2020 income taxes. Learn more about this important change.
The Treasury Department and IRS have officially extended the deadline…
March 18th, 2021 | Miller Advisors
Lower your blood pressure, lose weight, and feel less stress by following this science-backed advice.
One of the most powerful ways to maintain a healthy weight, stay strong,…
February 25th, 2021 | Miller Advisors
Do you tend to lead with empathy or rely on reasoning? As it turns out, you’ll want a mix of both skill sets as you pursue personal…
February 12th, 2021 | Miller Advisors
Lovesick shoppers shell out more than $21.8 billion in Cupid’s name each year. That makes Valentine’s Day the third-priciest holiday on the calendar for U.S. consumers. But…
January 28th, 2021 | Miller Advisors
When the Kansas City Chiefs and the Tampa Bay Buccaneers face off in professional football’s annual championship game on Sunday, February 7, Raymond James Stadium will be…
January 14th, 2021 | Miller Advisors
Making a good list of passwords and everything else about your financial life can spare your family much work and heartache.
Reader Question: I have been meaning to…
January 8th, 2021 | Miller Advisors
Here’s your handy reference on the most important annual changes coming this year.
Everyone’s hoping that 2021 will be a lot different from how 2020 was. But when…
Quarterly analysis, updates and information about different aspects of personal finance and investment planning.