January 28th, 2022 | Miller Advisors
Milestone Ages for Financial Planning
When it comes to financial planning, some birthdays are more important than others.
Whether or not you’ve stopped counting birthdays, it’s important to know…
January 28th, 2022 | Miller Advisors
When it comes to financial planning, some birthdays are more important than others.
Whether or not you’ve stopped counting birthdays, it’s important to know…
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…
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…
Quarterly analysis, updates and information about different aspects of personal finance and investment planning.