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January 14th, 2022 |

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…

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January 11th, 2022 |

New communication information

We have been working diligently with our partners at Mercer Advisors to merge our office systems. Much of this work has been performed…

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December 23rd, 2021 |

Season’s Greetings

Season’s Greetings from the Miller Advisors Family to yours,

As we come to the close of another year,…

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October 28th, 2021 |

Social Security benefits to increase 5.9% for 2022

Increase in payments for seniors and other Americans reflects surging inflation during pandemic. Roughly half of Americans aged 65 and older relied on…

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October 18th, 2021 |

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…

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September 30th, 2021 |

Remember: RMDs waived for 2020, not 2021

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,…

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September 16th, 2021 |

Home title thieves cannot steal a house

Home title theft. This is a “threat” I only learned about from frantic radio commercials warning that your home can be stolen from…

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September 2nd, 2021 |

How to choose a Medicare-Advantage Plan

We just completed our first client survey at GIardini Medicare. One question that we asked was, “What was the hardest thing to deal…

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August 26th, 2021 |

The Great Medigap Debate – What is Best?

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…

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August 19th, 2021 |

The most consequential decision-Medicare Advantage versus Medigap

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…

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