December 23rd, 2021 | Nicole Miller
Season’s Greetings
Season’s Greetings from the Miller Advisors Family to yours,
As we come to the close of another year,…
December 23rd, 2021 | Nicole Miller
Season’s Greetings from the Miller Advisors Family to yours,
As we come to the close of another year,…
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…
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…
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,…
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…
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…
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…
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…
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…
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 …
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,…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
Quarterly analysis, updates and information about different aspects of personal finance and investment planning.