Did You Leave Behind Your Old 401(K)?

Did You Leave Behind Your Old 401(K)?

November 12, 2019

  I just helped a new client consolidate old 401k accounts.  They were tired of the hassle of multiple statements, old...

Will The Fed Cut Rates Again – Liz Shares Her Thoughts on Reuters TV

November 4, 2019

Liz was asked to be on hand at Reuters TV for immediate comments on the Fed's latest meeting and rate cut decision.  Check out...
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Should You Take a Pension Payout?

October 14, 2019

Liz Miller was interviewed by CNBC reporter Sarah O'Brien,  discussing the difficulty for GE retirees of choosing a lump-sum or...

Putting Candy Aside for the Future

October 14, 2019

When I was a child I went trick or treating with a bright orange plastic pumpkin.  Walking around the neighborhood, I might fill...
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Quarterly Investment Note

October 6, 2019

The Summer Didn't Change Anything Despite recently disappointing data for the manufacturing sector, the economy over all remains...

Are you still supporting your college graduate kid? Here’s how to wean them off your money

May 21, 2019

Liz weighed in on financially supporting adult children with USA Today’s Janna Herron. Read the full article...

Your Large Retirement Account – Too Much of a Good Thing?

March 22, 2019

Liz shared with Ezine Articles four ways to maximize retirement saving now while avoiding high income taxes during retirement....

Nearly Half of Older Americans Don’t Have Wills or Estate Plans

February 7, 2019

Elaine Lee discussed the importance of having proper estate planning documents in place with The Street’s Scott Van Voorhis....
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Prepare Portfolios for the End of the Cycle

December 12, 2018

Each year, we ring out the old with resolutions for the new. If only the global economy followed the same rule. Read the full...

Time to Buy Bank of America and Merck Shares

October 3, 2018

Liz joined Reuters to discuss the market, noting she expects the market to broaden out to include new leadership from the...
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Indexing Capital Gains for Inflation Could Provide Tax Windfall

August 3, 2018

Liz shared her thoughts on Secretary of State Steve Mnuchin’s proposal to index capital gains for inflation with Greg Iacurci...
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Review of Reviews: “IP, R.I.P.,” 95 Wash. U. L. Rev. 639 (2017)

July 25, 2018

Liz contributed to Trusts and Estates Magazine’s semiannual reviews, summarizing recent thinking on artistic intellectual...

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