January 14th, 2022 | Miller Advisors
Now is the best time for gifting
Summary
With historically low interest rates, tax changes on the way, and a temporary increase in the estate and gift tax threshold, 2021 is…
January 14th, 2022 | Miller Advisors
With historically low interest rates, tax changes on the way, and a temporary increase in the estate and gift tax threshold, 2021 is…
January 11th, 2022 | Miller Advisors
We have been working diligently with our partners at Mercer Advisors to merge our office systems. Much of this work has been performed…
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…
Quarterly analysis, updates and information about different aspects of personal finance and investment planning.