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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®
- 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...