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Marcus P. Miller, CFP®
- Mar 1
- 11 min
Are you a tech employee? Here's what you need to know about stock-based compensation
Stock-based compensation is a form of compensation given to employees in the form of company stock or stock options. Companies use this...


Marcus P. Miller, CFP®
- Feb 23
- 2 min
Investing For Retirement When You Have Cash Flow Concerns
Everyone wants to save for retirement, but sometimes cash flow problems can make it difficult to put away money. Fortunately, there are...


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®
- Jan 19
- 3 min
Fee-Only vs. Fee-Based Financial Advisors: Read the Fine Print
When it comes to finding a financial advisor, it’s important to know your options and understand the differences between fee-only and...


Marcus P. Miller, CFP®
- Nov 24, 2022
- 5 min
Required Minimum Distributions (RMDs)
Everyone who enters retirement with a traditional retirement account will confront RMDs. The SECURE act of 2019 made changes to Required...