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SECURE 2.0 Top 10 Provisions
Congress enacted retirement legislation known as SECURE 2.0 which will incentivize individuals to save for retirement, while increasing access to workplace plans.
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Charting the Course
Charting the CourseAugust 30, 2022Recently, I took some time to get my ASA sailing certification. Spending 5 nights on a 40-foot catamaran with an instructor and a few other students was quite the experience. We all knew our end...
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Biden's Student-Loan Fiasco - First Trust Advisors L.P.
This month I share a blog from a group of economists that I routinely follow at First Trust Advisors L.P.Biden's Student-Loan Fiasco
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"I" for Inflation. Is an I Bond a Good Option for Me?
Have you heard about the I Bond? It is making a name for itself because it currently offers an attractive yield to fight inflation.I Bonds are inflation-protected savings bonds and are 100% backed by the U.S. federal government....
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Interesting Times
As they say, “May you live in interesting times”. Russian forces invading Ukraine, oil prices skyrocketing, and market gyrations through the first 5-months of the year have created plenty of uncertainty. Let me...
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Unprecedented - First Trust Advisors L.P.
This month I share a blog from a group of economists that I routinely follow at First Trust Advisors L.P.Click Here to Read the Article
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Recession Unlikely in 2022 - First Trust Advisors L.P.
First Trust - Recession Unlikely in 2022
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Baked Brie
Baked Brie 2 TBSP Unsalted Butter1 Small Onion Diced (about 1 cup)½ TBSP Minced Garlic 8 oz Brie (rind trimmed)8 oz Cream Cheese½ Cup Sour Cream2 tsp Lemon Juice2 tsp Brown Sugar½ tsp Worcestershire SauceSalt &...
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Inflation - Where Are We Headed?
Inflation continues to be one of the most discussed topics in financial circles. The bottom line: it’s here and will continue for several years. In my last blog I discussed the M2 money supply and its effects on investable asset...
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From The Lookout Tower
Are stocks and real estate part of an asset price bubble? Lately, I’ve been asked by many clients, friends, and acquaintances if I think we are in an asset price bubble. Should they sell their investments and their home and wait...
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IRS Makes 2021 IRA Cost-of-Living Adjustments
IRS Makes 2021 IRA Cost-of-Living Adjustments
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You Can't Be Reached...Now What?
As part of your overall financial health, let’s look at an often-overlooked scenario. Hopefully, this is something you’ll never need, but what if you can’t be reached for an extended period of time. Sometimes it as...
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The National Debt is at Record Levels. Should Investors Be Concerned?
For years, the mounting federal debt burden has been a major point of contention between political parties, economists, and fiscal planners. Some claim the escalating debt is a time bomb -- a mortgage on America’s future. Others...
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Finding a Financial Path: The Big Boy Pants Plan
As you read this blog, if a friend or relative comes to mind, please share it, as I’m sure someone in your life will appreciate the read. You may find yourself in the milestones below, as well. So, let’s get started…...
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Should You Take an Early Retirement?
The story is a common one these days. You have been furloughed or laid off, just a few years before you plan to retire. Or, your work-from-home arrangement is ending, and you're not keen on resuming the commute or going back to a...
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3 Things To Do if Your Credit Card or Debit Card is Involved in a Data Breach
This month I share an article from Brian O'Connor at Experian. With the frequency of online transactions increasing, the article is a reminder of actions to take if you are involved a credit/debit card breach. Click Here to Read the Article
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The Economy and The Virus
This month I share an blog from a group of economist that I routinely follow at First Trust Advisors L.P.
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Smart Financial Strategies for Unexpected Events
A once-in-a-lifetime event such as the coronavirus pandemic forces us to reassess many things we may have taken for granted. Most of us take our personal good health for granted. Many of us assume we will always get by financially,...
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Coronavirus Aid, Relief & Economic Security (CARES) Act Highlights
The new $2.2 trillion stimulus package that was passed by our Federal government has features intended to keep workers paid and employed, allow businesses to remain operational and make necessary health care system enhancements to...
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Thinking of Timing the Market? Think Again
Volatility is back. The sustained rally that produced 30%+ gains in the S&P 500 in 2019 and continued into 2020 came to an abrupt halt in late February, when fears of the new coronavirus epidemic and its effects on the economy swept...
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Coronavirus - What Are We Going To Do?
In periods of extreme volatility like we have witnessed over the past few days, I want to assure you that I am no ostrich hiding my head in the sand. Our process at Miller Wealth Management is to construct a personalized portfolio...
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Why the New SECURE Act Matters to You or A Loved One Now
Effective January 1, 2020, the SECURE Act is in effect. While there are several areas that this new legislation impacts, these four changes may impact you and your friends now: Inherited IRA distributions must now be taken within 10...
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Setting Every Community Up for Retirement Enhancement (SECURE) Act
Click here to read about the top 10 provisions of the SECURE Act.
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Should You Buy Long-Term Care Insurance?
According to the U.S. Department of Health and Human Services, someone turning age 65 today has almost a 70% chance of needing some type of long-term care services and supports in their remaining years. Whether you or your spouse will...
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FIRE - Financially Independent, Retire Early
Some folks, whether 30, 50, or 70 years old, might feel they are too young to retire. But others, can’t wait to get retirement started. A millennial buzz word in the past few years has been FIRE, an acronym standing for...
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Lowering Your Tax Bill with an HSA - Today and in Retirement
For years, Americans have been schooled on the benefits of saving: for retirement, for a child's higher education, and even for a rainy day. It's time to add another item to that list: health care. As health insurance premiums,...
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Goals: Steering in the Right Direction?
As the famous saying goes, “If you don’t know where you are going, you’ll end up someplace else.” Will you end up on the side of a Mt. Everest when you want to be on Waikiki Beach. Hopefully not. So, let’s...
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How Much Social Security Can You Expect?
Independent Investor – June 2019 Title: How Much Social Security Can You Expect? One of the first steps in planning for retirement is to get an accurate read on just how much income you can expect to receive from Social Security....
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