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Long-term goals

S.M.A.R.T. Financial Goal Setting for 2017

Submitted by Paul B. Miller, CFP on January 27th, 2017

The New Year always seems like the most popular time people are more inclined to set goals, or resolutions for themselves. While the concept can be positive and healthy, we feel there is an even better route you can take that will keep the good spirits up year-round. Why wait until the end of the year to set some goals that you will probably only follow through with until the middle of year?

Tags:
  • financial planning
  • Indian River Financial Group
  • Long-term goals
  • new years resolutions
  • Paul Miller
  • short-term goals
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Indian River Financial Group’s Wealth Optimization System™

Submitted by Paul B. Miller, CFP on May 6th, 2016

At Indian River Financial Group, our mission is to assist clients in reaching their lifetime goals. We successfully deliver such by providing considerate, individualized financial guidance with your monetary objectives, life aspirations, and risk tolerance driving your investment approach.

Tags:
  • financial planning
  • Indian River Financial Group
  • Long-term goals
  • Paul Miller
  • The Planning Horizon™
  • Wealth Optimization System™
  • Read more

To Save or Invest; that is the Question

Submitted by Paul B. Miller, CFP on April 25th, 2016

The average individual undoubtedly understands that there is a difference between saving and investing, even if those terms are sometimes used interchangeably. The key to taking advantage of saving and investing is understanding the difference between them. In short, saving and investing differ in terms of risk and liquidity.

Tags:
  • Financial health
  • Indian River Financial Group
  • Invest
  • Invest vs. Savings
  • Long-term goals
  • Paul Miller
  • Portfolio
  • Savings
  • short-term planning
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Staying on the Path to Retirement Savings

Submitted by Paul B. Miller, CFP on April 11th, 2016

Just as a distance runner might find it difficult to focus on an entire marathon, investors struggle to stay on a path toward a financially healthy retirement. Preparing for your retirement finances should be viewed as a marathon, rather than a sprint. Unless you win the lottery tomorrow, you are not going to be prepared to retire at the end of the year or even the end of the decade.

Tags:
  • Asset Allocation
  • CERTIFIED FINANCAL PLANNER™
  • Financial Advisors
  • Indian River Financial Group
  • Investments
  • Long-term goals
  • Paul Miller
  • Portfolio
  • Retirement
  • Savings
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7805 NW Beacon Square Blvd. Suite 102 Boca Raton, Florida 33487-1396 United States

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Paul B. Miller, as a Certified Financial Planner (CFP®) and an Investment Advisor Representative (IAR) started Indian River Financial Group, Inc to act as a financial planner for clients from Boca Raton, Florida, as well as the surrounding communities, and to offer you services such as asset management, wealth management, investment planning and risk management.

 

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