October 18th, 2021 | Miller Advisors
A plan for all seasons; a bountiful harvest
DATES TO REMEMBER
Oct. 1: Last day to establish a SIMPLE IRA plan or a Safe Harbor 401(k) to be effective for…
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,…
Quarterly analysis, updates and information about different aspects of personal finance and investment planning.