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Blog

Parent reading a book to their newborn child
Greg Miller | Jan 20, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Greg Miller | Jan 13, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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fair lights in hands
Greg Miller | Jan 6, 2023

Preparing for an Early or Unexpected Retirement

Retirement

More Americans are retiring earlier than you might think

Planning for retirement is without a doubt a long-term project that takes years of saving and

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coins in a cup with growing plant
Greg Miller | Dec 30, 2022

What are the Benefits of Saving Early?

Savings
Finance
For many Americans, the art of saving is something that they have yet to master. This is especially true for those who have just entered the workforce or have
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Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Greg Miller | Dec 23, 2022

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Hand holding a page with several charts on it
Greg Miller | Dec 16, 2022

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.
Greg Miller | Dec 9, 2022

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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Hand holding a bill with a red "Past Due" stamp on it
Greg Miller | Dec 2, 2022

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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Image of two hands against a white background. One of the hands is passing a black paper heart to the other one
Greg Miller | Nov 25, 2022

Informed Donating

Lifestyle
Family
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.
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A row of houses along a canal
Greg Miller | Nov 18, 2022

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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Greg Miller | Nov 11, 2022

Unwrap a Holiday with Less Financial Stress

Savings
Lifestyle
With a few small changes to your holiday spending habits, you may cut back on end-of-year financial stress.
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A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
Greg Miller | Nov 4, 2022

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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