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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...

Hiring a Financial Advisor? Look Here First…

by Carl Miller | Nov 30, 2020 | Financial Advice, Personal Finances

When you’re looking to hire a financial advisor, contact me. It’s no secret that I give out what could be termed “financial advice” and while I’m not officially a financial advisor, the team and I get a load of calls from clients asking me who I recommend. I...

Retirement Income: Setting Up For The ‘New’ Retirement

by Carl Miller | Nov 9, 2020 | Financial Advice, Retirement

Let’s face it – when it comes to retirement income, the way we watched our parents and grandparents retire is a long way from the world we live in today. Low interest rates, longer lifespans, and taxes all contribute to a very different environment than has ever...
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