Stay informed about your
financial health

Stay informed about your financial health

Blog

How Emotions Affect Financial Decisions

When it comes to money, we often think the “right” decisions should be purely logical—just numbers and spreadsheets. But the truth is, money is emotional. The way we save, spend, and invest is shaped by fear, optimism, and even the financial habits we absorbed growing...

read more

How the new tax Changes could affect retirees and investors

On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law, bringing with it a mix of permanent and temporary tax changes that may impact how Americans file taxes in the coming years. We wanted to provide a brief summary to help keep you informed and...

read more

Work with Certified Industry Professional

Jerrí Hewett Miller CFP®, RICP, BFA

 

As Seen In


As Seen In

Are you seeking the confidence to move forward?

Schedule some time with us to talk and see if we’re a good fit for each other.