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Marcus P. Miller, CFP®
- 5 days ago
- 3 min
What is a High Yield Savings Account and Why Should You Have One?
Saving money is essential to achieving financial stability and security. However, a typical savings account or checking account may not...


Marcus P. Miller, CFP®
- Mar 30
- 2 min
Student Loan Arbitrage: A Buffett-esque Investment Strategy for Young Investors
Are you a young investor looking for an innovative way to make money? Then student loan arbitrage might be the perfect strategy for you....


Marcus P. Miller, CFP®
- Feb 16
- 2 min
The Florida Homestead Exemption - Deadline March 1st
The Homestead Exemption is an important program in Florida that offers significant tax savings for property owners. It applies to all...


Marcus P. Miller, CFP®
- Feb 9
- 6 min
Retirement Plan Makeover: See How SECURE Act 2.0 Could Help You
Overview of SECURE Act 2.0 The new law brings changes to the retirement planning landscape, from changing the age for RMDs to introducing...


Marcus P. Miller, CFP®
- Dec 21, 2022
- 3 min
A Financial Advisor's Experience with Unclaimed.Org
I'm a financial advisor, and I recently used unclaimed.org. It's great for finding lost money and property, and I've recently been able...


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...