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Marcus P. Miller, CFP®
- Oct 4, 2022
- 4 min
Tax Loss Harvesting - Is it worth it?
The recent drop in the stock market has primed the conversation on tax loss harvesting for end-of-year tax planning. What is tax loss...


Marcus P. Miller, CFP®
- Aug 27, 2022
- 3 min
Navigating your health insurance like a pro (Deductible vs. Co-pay vs. Out-of-pocket maximum)
Health insurance can seem confusing at first glance. However, the truth is that there are just a few concepts that you need to know to...


Marcus P. Miller, CFP®
- Jun 24, 2022
- 2 min
Military student loan relief
You may have heard of Public Service Loan Forgiveness (PSLF). It's a program that allows people to waive (pay off) their student debt if...


Marcus P. Miller, CFP®
- May 26, 2022
- 3 min
What's your timeframe?
Lately, there is a lot of talk about the market. How does it affect our retirement portfolio? What about the economy? Will people go back...


Marcus P. Miller, CFP®
- Apr 28, 2022
- 2 min
Time and money: A complex view of going out to eat.
What is the cost of going out to eat? $20 for a steak and 2 hours at a dinner table? What about the opportunity cost? What could you have...


Marcus P. Miller, CFP®
- Apr 13, 2022
- 2 min
The Psychology of Money
Morgan Housel's book "The Psychology of Money" is one of the clearest written summaries of today's personal financial decisions. It...