Boca Raton’s Boating & Beach Bash for People with Disabilities is celebrating its 7th year in 2015! The Bash has grown to become the largest, free funday in America for children, adults and Purple Heart recipients with physical and/or intellectual challenges, and their caregivers.
Traditional thinking may lead a person to believe that there is a direct correlation in the amount of risk or volatility an investment portfolio is exposed to and potential return on those investments.
We’re very pleased to announce the launch of two new business tools to help in communication with our valued clients. We know that the way you consume information and communicate is changing. The interactive use of a website and social media have become preferred research and communication tools.
Planning a path for your money to grow over the next 20 or 30 years is no small matter. It involves balancing your income with your expenses, while making sure that you invest enough funds at the right times for the home that you need to buy, the college education that you need to give your children, and for retiring comfortably.
As we enter the New Year, many of us have resolutions that we will try to keep. Whether your resolution is to get in shape by eating right and working out, take more personal time, travel more or to save more money for your retirement, setting goals will help increase the likelihood that you will fund success.
Young families with an eye to the future are faced with a daunting choice – to save earnestly for a secure retirement or to save for their children’s education. Can you do both?
After costs, the return on the average actively managed dollar will be less than the return on the average passively managed dollar for any time period.
—William F. Sharpe, 1990 Nobel Laureate
For many Americans, building true wealth might seem elusive, even illusory considering that many people, who very recently were sitting on six and seven figure 401k plans and home equity values, now feel unprepared for retirement. The lessons learned from the financial crisis is that wealth can be fleeting.
You probably didn't notice, but when the clock struck midnight on December 31, 2013, a number of popular tax benefits, commonly included in the list of provisions referred to as "tax extenders" expired.
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.
© 2025 Paul B. Miller, CFP. All rights reserved.
