Posts by Marcus Miller

Budgeting With a High Income

As a financial planner who works with attending physicians, I see one mistake consistently being made when it comes to personal finance: Individuals who are able to live comfortably as a result of their income skip the process of building a budget. More often than not, it’s not a decision they consciously made. A budget…

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New Year's Resolutions

New Year’s Resolutions Your Wallet Will Thank You For

This time of year, the internet is flooded with information about setting (and sticking to) New Year’s Resolutions. Here’s the thing, and I know this isn’t a popular opinion, but I don’t like resolutions. In my line of work as a financial planner, I see a lot of people set out to achieve some pretty…

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(We Think) The Only Tax Reform Post You Need To Read

Most of us will be getting a tax reduction as of January 1st.  Major tax reform typically occurs only once every few decades, and as you’ve probably heard by now, Congress has just passed a bill called the “Tax Cuts and Jobs Act”, which will impact virtually every individual and business on a level not…

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Lilly VERP

As many of us in the Indianapolis community know by now, Eli Lilly plans to cut about 3,500 jobs worldwide by the end of the year.  The move is an effort to reduce fixed costs as the company looks to launch ten new drugs over the next five years.  Much of the job cutting will…

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Equifax Breach

In light of the alarming data breach at Equifax, identity theft is an issue on the minds of many Americans these days.  Although data breaches of consumer information have become almost common in recent years, the Equifax breach is different from those at Yahoo, Target, and even Anthem.  That is because hackers gained access to…

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