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Medicare and Retirement Income Planning

Our Medicare retirement healthcare system is confusing to most who are approaching eligibility at age 65. The article below may help your understanding. It was current as of September 2023:

The ABCs (And D’s) Of Medicare Coverage Financial Advisor, September 22, 2023 by Jennifer Lea Reed

By Gary E Miller|2023-09-23T09:18:57-07:00September 23rd, 2023|Health Care Finances|0 Comments

403B Plan Retirement Distribution Options

Rolling over a 403(b) account is technically a distribution, but, because you’re depositing the funds into another tax-advantaged retirement account, you won’t pay any early withdrawal penalty or taxes. The only caveat is you must deposit any 403(b) distributions into a qualified account within 60 days of receiving it. Often a plan administrator or financial […]

By Gary Miller|2023-09-05T09:15:16-07:00September 5th, 2023|Required Minimum Distributions|0 Comments

Understanding Inflation

“Over forty years ago the country was experiencing high inflation, eating away at the well being of families and especially of retirees.
Economist Milton Friedman explains the cause of inflation in a brief video that is just as relevant today as it was decades ago.”

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By Gary E Miller|2022-06-09T13:56:20-07:00June 9th, 2022|Free Financial Education!, Inflation|0 Comments

My Preferred Way of Investing

Preferred stocks are an often ignored corner of the investment world. The author was alerted to them in the early 1990s when, for a time, I worked in corporate cash management...READ MORE

By Gary E Miller|2021-04-23T11:08:46-07:00April 23rd, 2021|Preferred Stock|0 Comments

Two Minute Tour of Trusted Financial Advisors

Please watch this two minute tour of Trusted Financial Advisors.

By Gary E. Miller|2023-09-05T09:25:45-07:00January 1st, 2020|Learn How We Make Investment Decisions|0 Comments

A Tale of Ten Years

“ October 9, 2007: U.S. Equities reach all all-time high as housing slumps”

This could have been the headline. With hindsight, we know that over the following 18 months the U.S. and world economies entered one of the most perilous episodes in economic history. A liquidity crisis engulfed major money center banks, well known insurance giants […]

By Gary E Miller|2018-07-02T10:43:20-07:00October 13th, 2017|Financial Commentary - Public, Learn How We Make Investment Decisions|0 Comments

A JPMorgan Whistle-Blower

Trusted Financial’s principal, Gary Miller was employed by the brokerage industry for 17 years. He voted with his feet, leaving a major Wall Street firm at the end of 2000, in part because he felt it was difficult to work in the best interest of his clients in that environment. The following article appears to […]

By Gary E. Miller|2018-07-02T10:43:22-07:00December 11th, 2015|Financial Industry Abuses|0 Comments

Residential Real Estate: a Questionable Investment

The bursting of the real estate bubble during the Great Recession educated many investors: real estate is just another investment. Real estate, particularly rental real estate, is a Christmas tree promising lots of gifts…for those who sell, service, charge fees and tax property! When stripped of the hype that is churned out by local and […]

By Gary E. Miller|2018-07-02T10:43:23-07:00October 15th, 2015|Free Financial Education!, Real Estate|0 Comments

EPA Assessments of Potential Impacts of Hydraulic Fracking

U.S. Environmental Protection Agency unable to find link between hydraulic fracturing of shale oil formations and ground water contamination:

“EPA: Assessment of the Potential Impacts of Hydraulic Fracturing for Oil and Gas on Drinking Water Resources – Executive Summary”
EPA – US Environmental Protection Agency | External Review Draft – June 2015

Since the early 2000s, oil and […]

By Gary E. Miller|2015-10-04T11:36:48-07:00October 4th, 2015|Free Financial Education!, Oil and Gas Industry|0 Comments

Are Fracking Dangers Real?

Linked below is a New York Times article reporting that the Environmental Protection Agency, with appointees under the Obama Administration, have absolved hydraulic fracturing from accusations by hysterical “environmentalists” that the process is a danger to drinking water. As you will see from earlier postings I’ve not bought this propaganda. While we must always protect […]

By Gary E. Miller|2015-06-16T14:35:51-07:00June 16th, 2015|Free Financial Education!, Oil and Gas Industry|0 Comments