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WARNING: Why NOT to Use the Equity In Your Home

by Carl Miller | Mar 1, 2021 | Financial Advice, Personal Finances

There has been a lot of drama this last year, and no one can say otherwise.  Even with a new president, mass vaccinations, and a “united” Congress, the pandemic isn’t going away. And people are still hurting financially.   Should You Use The Equity In Your Home? It’s...

Helping Your Child with Their First Tax Return

by Carl Miller | Feb 22, 2021 | Personal Finances, Success Habits, Uncategorized

Is this the year where you will be helping your child with their first tax return? Every decade brings a new generation of taxpayers.  As this happens, old clients and friends reach out for guidance as their kids or grandkids are beginning their “journey” as...

Grow Your Skills To Grow Your Income

by Carl Miller | Jan 25, 2021 | Financial Advice, Personal Finances, Success Habits

Resolve To Grow Your Skills Okay, we’re a few weeks into 2021 and did you resolve to grow your skills in the new year? A LOT of folks have already forgotten those New Year’s Resolutions from December 31st. In reality, that’s nothing new. But I want to ask you to make...

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...

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...
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Recent Posts

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  • Now Is the Time to Reassess Your Business Goals
  • Key Metrics You Should Be Tracking (And Celebrating!) To Boost Your Bottom Line
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  • How Often Should You Speak With Your Tax Accountant?
  • Business Advice & The Bad Advice That Cost A Man Seven Figures in Taxes
  • Growth Opportunities for Business Owners in 2021
  • Top 4 Mistakes Business Owners Make To Wreck Their Taxes
  • WARNING: Why NOT to Use the Equity In Your Home
  • Helping Your Child with Their First Tax Return
  • Choosing Your Business Entity: 5 Things to Think About
  • Is It Time to Rethink Your Business Structure?
  • When It Comes To Retirement: Fail to Plan? Plan to Fail.
  • Grow Your Skills To Grow Your Income
  • Growing Your Money & Investments In 2021

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