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Estate Plan Basics

Estate Plan Basics

by Daniel Brown | Jul 28, 2022 | Financial Planning, Retirement Planning, Strategic Planning

The older we get, the more critical it is to ensure our affairs are in order and have an estate plan. But what exactly is an estate plan, and what should be included?   An estate plan is the process whereby we map out how you wish for your personal and financial...

Bear Markets Are Not Grocery Stores For Bears

by Daniel Brown | Jul 21, 2022 | Financial Planning, Investing Principles, Investments

Bear Markets Are Not Grocery Stores For Bears Leaving food unattended and left out while camping is never a good idea. It’s one way to attract unwanted visitors most assuredly. But this quasi-grocery store for Yogi and his type is not the same type of bear market...
9 Retirement Planning Mistakes You Can Easily Avoid

9 Retirement Planning Mistakes You Can Easily Avoid

by Daniel Brown | May 17, 2021 | Employer Retirement, Financial Planning, Retirement Planning

Much has been written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, there are also some classic financial missteps that plague retirees. Calling them “mistakes” may be a bit...
From Kim and Kanye to Melinda and Bill Gates. Basic Steps They (And You) Should Take To Protect Oneself Financially During A Divorce

From Kim and Kanye to Melinda and Bill Gates. Basic Steps They (And You) Should Take To Protect Oneself Financially During A Divorce

by Daniel Brown | May 10, 2021 | Financial Planning, Strategic Planning

In February 2021, Kim Kardashian and musician turned fashion designer/shoe mogul Kanye West announced they were getting a divorce. In May 2021 after nearly 30 years of marriage, one of the world’s wealthiest couples, Melinda and Bill Gates also announced they...
Phantom Stock: More Than A Figment Of Your Compensation

Phantom Stock: More Than A Figment Of Your Compensation

by Daniel Brown | Apr 14, 2021 | Compensation Plans, Financial Planning, Retirement Planning

As a senior manager, director or executive, your employer recognizes the value you bring to the growth and overall progress to the company. As a result, often your compensation package may look a bit different than entry level employees. Common compensation methods...
Saving for Retirement as a Private Practice Lawyer

Saving for Retirement as a Private Practice Lawyer

by Daniel Brown | Apr 12, 2021 | Financial Planning, Retirement Planning, Self Employed

Successful lawyers have the luxury of maintaining a luxurious lifestyle for their families but often lack a plan to save for retirement. Many lawyers end up working well into their 70s billing hours, which may or may not be what you imagined when you began years ago....

Recent Posts

  • Estate Plan Basics
  • Bear Markets Are Not Grocery Stores For Bears
  • The ABC’s (and “D”) of Medicare

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Advisory services offered through Miles Brown Asset Management, LLC. The information on this website should not be considered legal advice. Please consult with a qualified financial advisor before investing in securities or other financial instruments.

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