18 Sep, 2024
Pre-Retirement Checklist: A Guide for a Seamless Transition
While the thought of retiring may trigger excitement or trepidation, it also requires careful planning to ensure a smooth transition from paychecks from the workforce...
6 Sep, 2024
8 Common Wealth Transfer Mistakes and How to Avoid Them
Wealth transfer should be at the forefront of your retirement and estate planning efforts, especially if you have accumulated substantial assets and have heirs you...
19 Aug, 2024
Election Year Uncertainties: Stay Financially Disciplined
Election years often bring increased uncertainty to financial markets, particularly when major platform differences exist between the two political parties. A flurry of political debates,...
5 Aug, 2024
Unlocking the Full Potential of Your Inheritance
If you are expecting or have already received a sizable inheritance, this article is for you. Numerous articles talk about how to pass on your...
22 Jul, 2024
401(k) Contributions: Strategies for Maximizing Retirement Savings
Every 24 hours, you move one day closer to your retirement date, and your commitment to contributing to your 401(k) should also be peaking. Your...
24 Jun, 2024
How to Avoid Common Financial Planning Pitfalls
As Benjamin Franklin once said, “Failing to plan is planning to fail.” This adage is particularly true in financial planning, where even small missteps or...
7 Jun, 2024
Gifting Strategies Using Qualified Charitable Distributions
Today’s blog post will examine an often-overlooked tax strategy for philanthropic purposes: Qualified Charitable Distributions (QCDs). At Brown|Miller Wealth Management, we understand that no one...
29 May, 2024
May 29th: Celebrate National 529 Day!
Did you know that May 29th marks National 529 Day? It’s a little-known “celebration” day, but it’s an important time to explore the benefits of...
22 May, 2024
How to Leverage Health Savings Accounts to Your Benefit
Health Savings Accounts (HSAs) are powerful tools for helping you manage your healthcare expenses. As a high-income earner, you are likely looking for ways to...
20 May, 2024
Understanding the Financial Benefits of Donor-Advised Funds
Donor-Advised Funds (DAFs) are becoming increasingly popular for families that want to impact their communities and legacies while realizing significant tax benefits for themselves. These...
24 Apr, 2024
The Great Wealth Transfer: Impact and Opportunities for the Markets
The great wealth transfer is a massive financial shift, where an unprecedented amount of money is being passed down from generation to generation, mainly from...
25 Mar, 2024
The Great Wealth Transfer: Tips for Managing Your Inheritance
With the “great wealth transfer” already underway, an estimated $68 to $80 trillion will be passed to future generations. Whether you’re anticipating an inheritance or...
4 Mar, 2024
Family Business Legacy: Six Smart Wealth Transfer Techniques
Over the next twenty-thirty years, 78 million baby boomers will transfer $84 trillion of wealth to their families and the charities they care about. This...
29 Jan, 2024
The Great Wealth Transfer: Effective Management for Baby Boomers
Over the next two decades, 78 million baby boomers will transfer a staggering $84 trillion. Interestingly, 85% of this wealth transfer, or $72 trillion, goes...
18 Dec, 2023
How to Optimize Your Financial Roadmap: Key Steps for Success
Just like a compass helps guide you in the right direction, having a comprehensive plan can help guide you through various financial life stages. At...
20 Nov, 2023
It’s Not Just About Asset Allocation; Asset Location Also Matters
It’s easy to fixate on what types of investments you have in your portfolio. But what many people don’t focus on can be equally important...
23 Oct, 2023
From Dream to Reality: The Importance of Setting Your Financial Goals and Priorities
What does financial independence mean to you? It’s a question we ask successful executives, professionals, and business owners who are seeking retirement planning services. Success...
21 Jun, 2023
Maximize Wealth: High-Income Earner’s Guide to Roth IRA Conversions
Success, whether in your personal or professional life, often results in an accumulation of wealth that necessitates a more sophisticated approach to financial planning. In...
24 Apr, 2023
Investment Policy and Objectives for Nonprofits, Endowments, and Foundations
As a non-profit, endowment, or foundation organization looking for the best ways to invest your assets, it is crucial to create an investment policy...
31 Mar, 2023
What Services Should an Investment Manager Provide to Non-Profits, Foundations, and Endowments?
As a non-profit organization or foundation, it is essential that you have access to experienced and knowledgeable investment management. Having the right investment management support ...
28 Mar, 2023
Top Tips to Ensure Your Endowment’s Values Align With Your Investment Advisor
Having an endowment which reflects your organization’s values is more important than ever. But does the wealth advisor you’ve chosen match up to those same...
9 Mar, 2023
Non-Profits, Endowments, & Foundations Guide to Choosing a Financial Advisor
As a trustee of a nonprofit, endowment, or foundation, you have the important responsibility to ensure your organization’s assets are being managed with care. Your...
3 Mar, 2023
Stewardship Principles for Non-Profits
Non-profit organizations focus on creating a positive difference in their community, an effort that requires financial support for it to be sustainable. By investing resources...
17 Feb, 2023
How to Choose an Investment Advisor in Washington DC
Choosing the right type of investment or financial advisor can be a difficult task. When researching financial planning services, you want to find someone to...
17 Jan, 2023
How Financial Advisors in Washington DC Can Help Executives Reduce Their Tax Liabilities
No one wants to pay more taxes, and understanding how to strategize your tax planning to decrease what you pay is certainly not the most...
13 Jan, 2023
Executive Compensation Financial Planning
Executive compensation plans have only increased in complexity as company strategy and compensation programs have juggled with balancing an executive pay structure that everyone can...
29 Dec, 2022
Why Executives Should Consider Working with a CERTIFIED FINANCIAL PLANNERTM
Wealth management and control of your financial future can be a daunting task, and it is often a task that requires regular maintenance. For executives,...
28 Dec, 2022
Financial Planning for Executives in Northern Virginia
There are many types of financial advisors and finding the right one for you and your situation is instrumental in meeting your financial goals. This...
26 Dec, 2022
The Importance of Wealth Management for Executives
Managing one’s wealth is something that takes strategic financial planning and discipline. The importance of managing one’s wealth and assets becomes even more important if...
15 Dec, 2022
Does Your Financial Advisor Have Any Conflicts Of Interest?
How do you know if your financial advisor has a conflict of interest? Many people don’t realize that their financial advisor may be recommending products...
22 Nov, 2022
6 Questions To Ask A Wealth Manager And The Answers You Want
The best wealth management firm in the Washington D.C. area will encourage you to ask as many questions as possible. You should feel a calming...
18 Nov, 2022
Pleasant, Prompt, Proactive, Painless Wealth Management
If you’re like many high-net-worth individuals, you demand exemplary wealth management service. You want a team of financial advisors that will handle your investments with...
8 Nov, 2022
A Wealth Management Firm With Realistic Expectations
The value of a wealth management team with realistic expectations means the world to investors trying to survive the constantly evolving financial landscape. As the...
1 Nov, 2022
Can Your Wealth Management Firm Help You Plan Your Legacy?
Affluent investors often work with their wealth management firm to develop a sophisticated legacy (estate) plan. This plan typically addresses how your assets will be...
13 Oct, 2022
Your Wealth Management Firm Should Be A Partner In Your Financial Life
It’s not enough to have money in the bank these days. You need a financial ally and accountability partner who can lead your decision-making processes...
29 Sep, 2022
5 Essential Tips For Business Succession Planning
Succession planning is a process of identifying people who will succeed current leaders and is crucial to any business looking to remain competitive in its...
26 Sep, 2022
4 Benefits of a Financial Planner in D.C. For Small Business Owners
As a small business owner, having a comprehensive financial plan in place that aligns with your goals is essential. You need to know that all...
12 Sep, 2022
7 Ways To Manage Your Business Investment Risk
Managing your business’s investment risk is integral to being a successful entrepreneur or business owner. Although it’s impossible to predict the future, you can take...
30 Aug, 2022
Why You Need a Financial Advisor Through The Stages Of Business Growth
A business is a living, breathing organism whose operation and trajectory will vary depending on its stage of growth. And just like with people, it’s...
26 Aug, 2022
5 Advantages Of A Retirement Plan For Business Owners
Entrepreneurs wear multiple hats. In fact, there can be so many that it is easy to get caught up in the everyday tasks and activities,...
24 Aug, 2022
5 Cost Saving Strategies For Business Owners
We understand that running a business isn’t easy. There are multiple challenges that arise daily, and it’s important to stay on top of them all,...
28 Jul, 2022
Key Factors In A Quality Financial Advisor Client Relationship
As a financial advisor in the Washington D.C. area, the quality of our relationships with clients is what sets us apart. It’s not enough to...
25 Jul, 2022
Tips From an Advisor on How to Manage Market Volatility
How do you manage market volatility? Managing an investment portfolio can be a challenge in any economy, and market turbulence tests investors further. One critical...
18 Jul, 2022
8 Rules For Developing Financial Discipline
When it comes to money and financial planning strategies, there’s varied advice out there. While some tips are helpful, others can leave you feeling overwhelmed...
8 Jul, 2022
Why Customized Financial Planning is Vital for Your Success
Can you be successful without a financial plan? Of course! The question is not whether a financial plan is the only way to achieve success,...
6 Jul, 2022
A Simple Process to Identify Meaningful Life Goals For Saving And Investing
In order to get to where you want to go, you must navigate life with meaningful plans and life goals. This often begins as an...
16 Jun, 2022
How to Set a Time Frame for Your Financial Goals
Goals are specific and measurable targets that create a roadmap for you to follow and can ultimately help you: Stay focused Remain motivated Achieve more...
31 May, 2022
Mindset: How to Handle Market Volatility
Market corrections are normal. Even so, not every investor knows how to handle market volatility. It is easy to feel great about your investment choices...
25 May, 2022
Mitigate the Cost of Holding Cash With These Yield-Bearing Options
Cash is liquid, simple, and feels secure. There are many good reasons to keep some cash on hand, from maintaining an emergency fund to being...
12 May, 2022
How to Approach Retirement Savings During Market Volatility
Volatility is typically coupled with opportunity. This is a valuable trend to understand if you are in the wealth accumulation phase. However, investors who are...
26 Apr, 2022
6 Common Effects of Inflation
There are situations where fear can serve you well. If you are driving in heavy fog and low visibility, fear will tell you to slow...
22 Apr, 2022
Advantages of a Diversified Portfolio Directed by Personal Goals
Life pulls us in many directions with obligations and opportunities, including many ways to spend our money. Even high-income earners can be challenged to save...
18 Apr, 2022
Can You Protect Your Money During Inflation?
Although it has caused a media stir, inflation is not all bad or good. It’s dualistic in nature—having positive and negative impacts on different parts...
8 Apr, 2022
Is Your Financial Discipline Impacting Your Success?
Your financial discipline is how well you adhere to your financial plan and monetary goals. This is a critical factor in any individual’s success and...
6 Apr, 2022
5 Essentials for Wealth Creation
Those not well-versed in the financial industry might think wealth creation is as simple as making money, spending less than you earn, and investing some...
4 Apr, 2022
Four Reasons to Choose a Specialized Financial Advisor for Entrepreneurs
Entrepreneur startup statistics rank Washington D.C. as the top U.S. city for business start-ups, with 71.1% of its population comprised of young professionals ages 25-34....
31 Mar, 2022
Keep Your Long-Term Financial Goals On-Track
For most of us, instant gratification is hard to deny. We have only to look at the economy to know that it’s true. Simple, fast,...
29 Mar, 2022
How Expert Guidance Can Simplify Your Financial Life
If you’ve ever walked into a mess hoping to accomplish something—whether it’s the kitchen, your desk at work, or your tax return—you know that disorder...
16 Mar, 2022
Brown | Miller Wealth Management Launches New and Improved Website
Brown | Miller Wealth Management is pleased to announce the launch of our new and improved website. The enhanced design and layout make it easier...
