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Blog

Woman in a suit holding a piece of paper. She is in an office setting.
Bruce Miller | Oct 3, 2023

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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Business page of a newspaper
Bruce Miller | Sep 28, 2023

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

Investments
Savings
Risk Management
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public
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Grandmother and granddaughter knitting together
Bruce Miller | Sep 26, 2023

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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An exit sign in a modern office building
Bruce Miller | Sep 21, 2023

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.
Bruce Miller | Sep 19, 2023

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
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A pair of reading glasses sitting on an open textbook. The book has content on taxes.
Bruce Miller | Sep 14, 2023

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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Grandmother with child
Bruce Miller | Sep 12, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
Read More
A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.
Bruce Miller | Sep 7, 2023

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Bruce Miller | Sep 5, 2023

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.
Bruce Miller | Aug 31, 2023

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
Read More
Professionally dressed man and woman looking at a tablet
Bruce Miller | Aug 29, 2023

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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Person writing a list in a notebook
Bruce Miller | Aug 24, 2023

How to Stop Subconsciously Sabotaging Your Financial Goals

Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions
Read More

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The Professional Financial Company LLC is an investment adviser registered with the SEC doing business as PROFi. All content and media presented on this site is provided strictly as a courtesy for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. All examples are hypothetical and for illustrative purposes only. You leave our website when you link to any third-party websites that we may provide here, and we make no representation as to the completeness or accuracy of information provided at third-party websites. Investments involve risk and are not guaranteed unless otherwise stated. Please contact us for more complete information based on your specific circumstances and to obtain customized investment advice.

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