Daniel J. Miles, CLU, LUTCF, CLTC

01/12/2026

Financial worry is one of the top stressors for Americans, but it doesn’t have to be that way. A well-defined, documented financial plan can reduce worry and set you up for long-term success. Get started by completing your online discovery journey here:

01/05/2026

Like most money-related issues, having a plan is a key factor in weathering any financial storms that may come. Beginning your journey to financial confidence is simple: all you need to do to get started is click the Financial Discovery link to get started.

01/01/2026

Wow! It’s the New Year already, can you believe it?

Do you have any New Year’s resolutions? Is the goal of getting your finances in order part of your resolution?

Finances can be overwhelming, especially when that’s on your mind at the start of this New Year! Our firm is available to help with retirement, estate, and investment.

Comment the word “Ready!” to get started today or send us a DM.

12/31/2025

12/30/2025

A new year is no fun with leftover holiday debt.

Manage your holiday cash flow and spending so you have something left to jingle in your bank account when the season wraps up.

12/30/2025

The One Big Beautiful Bill (OBBB) Act, signed in 2025, introduces several new provisions that may shape charitable giving in the years ahead:
▪️Beginning in 2026, non-itemizers may deduct up to $1,000 ($2,000 for couples) for cash donations to qualified charities.

Some limits apply, so it may be a good time to discuss the changes with your tax, legal, or accounting professional.

Policy Giving Impact

12/29/2025

The difference is obvious. It can be challenging to gain a sense of financial stability but, having a financial plan can make all the difference in confidence level. See where you’re at and where you’re headed here

12/26/2025

Bah, Humbug!

Unfortunately holiday scams spike this time of year - from fraudulent charities to gift card schemes and more. Make sure to vet any unfamiliar people or groups asking for money. When gift shopping, always buy legitimate gift cards from known retailers.

Stay vigilant and keep the Joy!

12/25/2025

Wishing You a Very Merry Christmas.

12/23/2025

Charitable giving has ripple effects across communities. Nearly 1 in 3 donors say they'd give more if their employer offered a match, and 84% say they're more likely to give when matching is available. Awareness can make all the difference.

Impact Gifts Support

12/22/2025

Don’t wait until it’s too late to secure your financial future. This quick, 4-step quiz to see where you’re at—so you can confidently face your future knowing that you are on track to meet your unique retirement goals.

12/18/2025

The holiday doesn't have to take a huge toll on your wallet. Set spending limits to save your finances from blowing away in the winter wind.