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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 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®
- 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...


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®
- 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...