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2020 Stimulus Paperwork – Don’t Wait!

by Carl Miller | Jan 11, 2021 | Business Advice, Business Taxation

We made it through 2020 and amidst all the noise in the news about vaccines and 2020 stimulus bills, that seem to be funding everyone BUT business owners in the United States, I want to share a few things. 2020 Stimulus For Small Business First of all, while Congress...

Life Insurance as a Retirement Plan?

by Carl Miller | Dec 28, 2020 | life insurance, Personal Finances, Retirement

Yes, you read the title correctly.  Now, first things first, I’m NOT a life insurance specialist, but my industry works closely with a wide range of specialists in the retirement, estate planning, legal, and investment fields.   Life Insurance As A Retirement Plan One...

The Gig Economy & Getting Clear On Taxes

by Carl Miller | Dec 21, 2020 | Gig Economy, Personal Finances, Taxation

One of the least common things for many people who get a regular paycheck is a tax bill.  Oh, sure, you might have to pay a few hundred dollars once every few years on April 15th. But for the most part, the United States Tax Code is designed to allow you, as a wage...

Financial Leadership in 2021

by Carl Miller | Dec 14, 2020 | Business Advice, Financial Advice, Success Habits

We’re closing out a crazy year and as we send it off, I wanted to look at financial leadership and making the most of the new year.   Financial Leadership & Key Strategies We’ve all had to learn to stay competitive this year. But many of the business owners I’ve...

Tax Savings: Do This Before the End of the Year!

by Carl Miller | Dec 7, 2020 | Financial Advice, Retirement, Tax Savings

It’s easy to get lost in the holiday spirit and forget about the implications certain areas can have on our tax savings. (With the year we’ve just had, many of us are simply glad that 2020 is nearly over.) Nevertheless, now is the time to make sure you’ve done all you...
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