Security for Retirement: Powers Of Attorney

Security for Retirement: Powers Of Attorney

Are you sure you are ready to retire? Retirement needs preparation and there are a lot of things that need to be considered. Financial stability is number one. You can’t retire without sufficient funds, and you hav…

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10 Retirement Things to Know

10 Retirement Things to Know

It’s impossible to know what tomorrow may bring. Another Boston. A sequester surprise. Or disasters both natural and man-made. Life is different in Retirement Land. Here, there is certainty in sniffing out the major issu…

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The Five Tips of Financial Success!

The Five Tips of Financial Success!

1. Save at least 10% of your income Saving 10% of your total income is paramount to your financial health. By saving at least 10% of your income, you are effectively living within your means.  Many of the financial strug…

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PAYTECH

PAYTECH

Expand Your Outlook on Financial Planning Imagine living a life of financial independence. Imagine having no money worries, knowing you have an income stream you can’t outlive. Think that’s impossible and just a daydream…

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It’s an Odd Time to Be a Tax Professional

It’s an Odd Time to Be a Tax Professional

We like concrete rules. We look at the absolutes and tell you what the tax implications are for purchases, investments and major financial decisions. In 2014, however, we are entering uncharted territory with Obamacare a…

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Do As the President Says, Not As He Does

Do As the President Says, Not As He Does

In his recent State of the Union address, President Obama unveiled a plan to allow more workers to save money. This MyRA savings plan will be a U.S. Treasury Bond-style product, allowing for individuals to contribute up …

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Testimonials

Dear Kris Miller: Re a referral of Velma Stengel:   Here is the story for you to share. Velma Stengel my sister lost her Husband of 59 years in March. She had mentioned to me that some neighbors said she needs to se...
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2015-07-22T23:21:38+00:00
Dear Kris Miller: Re a referral of Velma Stengel:   Here is the story for you to share. Velma Stengel my sister lost her Husband of 59 years in March. She had mentioned to me that some neighbors said she needs to se...
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Kris Miller has the ability to explain planning for retirement in a way we can all understand and prepare. – Patricia Fripp
2014-11-14T02:26:09+00:00
Kris Miller has the ability to explain planning for retirement in a way we can all understand and prepare. – Patricia Fripp

Having a Living Trust will take a lot of stress out of our lives” - Mr. Randal, CA
2014-11-14T02:27:13+00:00
Having a Living Trust will take a lot of stress out of our lives” - Mr. Randal, CA

Dear Kris Just a short note to tell you how much I appreciate your advice to invest in American Equity it is making my life much easier Sincerely - Patty Matheis
2014-11-14T02:27:43+00:00
Dear Kris Just a short note to tell you how much I appreciate your advice to invest in American Equity it is making my life much easier Sincerely - Patty Matheis

“I would like to say ‘Thank You’ for the professional and personal way you took care of my estate planning and also my investments.” – Coleva A. Rogers
2014-11-14T02:28:34+00:00
“I would like to say ‘Thank You’ for the professional and personal way you took care of my estate planning and also my investments.” – Coleva A. Rogers

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