MoneyGeek Feature: Insights from Marcus P. Miller on the Worth of Life Insurance
I’ve had the honor of being featured as an expert by MoneyGeek. In this Q&A session, I provided expert answers to questions on the worth and utility of life insurance, drawing from my extensive experience in financial planning. You can find the full article from MoneyGeek here.
Essential Guide to Starting Your LLC in Florida: A Step-by-Step Approach
Starting a Limited Liability Company (LLC) in Florida is an attractive option for young professionals, particularly dentists and doctors gearing up to open their own practices. The LLC structure offers a blend of liability protection, flexibility, and tax advantages. However, navigating the setup process can seem daunting. This guide outlines clear, actionable steps to successfully […]
High Yield Savings Accounts for Healthcare Professionals
A high yield savings account (HYSA) is a powerful financial tool that offers significant benefits to healthcare professionals. With its high Annual Percentage Yield (APY), an HYSA can serve both immediate and long-term financial goals, such as creating an emergency fund or saving for education.
Untangling the Confusion: CFPs vs. Financial Advisors
Most of us are familiar with the term financial advisor. Then there’s the term financial planner, which has also become more well-known in recent years. But what about a CFP® or a Certified Financial Planner? Some may not understand the difference between a financial advisor and a financial planner, let alone a CFP®. So, let’s […]
What is Financial Planning?
Financial planning is a comprehensive approach to managing your finances that helps you make smart decisions today and plan for your future. It includes everything from budgeting and cash flow management to investment planning, tax strategies, retirement planning, insurance coverage, estate planning and more. Having an experienced financial advisor by your side can be invaluable […]
