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Portfolio Compass

At Mid-Year, Keep Your January 1st Pledges

At Mid-Year, Keep Your January 1st Pledges

Do you have a will, investing in education or building a Freedom Fund? Amid the heat of mid-summer, do you remember your New Year’s resolutions regarding your personal financial planning? How are you coming with your to-do list? It seems like...

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Preparing For Your Next 401(k) Open Enrollment

Preparing For Your Next 401(k) Open Enrollment

Open enrollment season is one of the shortest—in most cases, employees have only a few weeks to research their options and make a decision on things like their 401(k) contributions, health and dental insurance, disability coverage, and...

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How Much Life Insurance Do You Need?

How Much Life Insurance Do You Need?

Your life insurance needs change as your life changes. When you are young, you may not have a need for life insurance. However, as you take on more responsibility and your family grows, your life insurance needs increase. Your needs may then...

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Jerrí Hewett Miller CFP®, RICP, BFA

 

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