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Paul B. Miller, CFP® | Indian River Financial Group, Inc.
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Blog

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Paul Miller | Jan 13, 2016

Portfolio Rebalancing: Why You Change Your Asset Allocation

Asset Allocation
Boca Raton
FL
financial planning
Indian River Financial Group
Modern Portfolio Theory
Paul Miller
Portfolio
Rebalancing

Unless you are over 100 years old and were around to invest in small brands like General Electric (GE) or tech stocks before they became a massive hit, your

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Paul Miller | Dec 28, 2015

Social Security Turned 80! What You Need to Know…

Boca Raton
FL
financial planning
Indian River Financial Planning
Paul Miller
Social Security

Social Security recently celebrated its 80th birthday. After serving generations of Americans during their retirement, what is the state of the country's first

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Paul Miller | Dec 11, 2015

Benefits of Choosing a CFP® for Your Financial Planning

Financial planning used to be viewed as a tool only appropriate for millionaires and those making six-figure salaries on an annual basis. Believe it or not

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Paul Miller | Nov 25, 2015

Holiday Spending on a Budget

Budgeting
Happy Holidays
Holiday Spending
Indian River Financial Group
Paul Miller

The holiday season is just around the corner, and that means that many of us will overspend yet again. If you are tired of spending spring and summer paying off

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Paul Miller | Nov 11, 2015

Tips for Retiring Later than You Think

Certified Financial Planning
financial planning
Indian River Financial Group
Paul Miller
Retirement

After decades of working the average 9-to-5 job and trying to save for the future, most Americans look forward to a relaxing retirement in which they pursue

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Paul Miller | Oct 23, 2015

3 Essential Questions to Ask When Hiring a Financial Planner

Deerfield Beach FL
financial planning
Indian River Financial Group

When you entrust someone with your hard-earned cash, you are giving them the keys to your future. If you simply turn over your wealth to someone without asking

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money-good-bad
Paul Miller | Oct 8, 2015

5 Tips for Building a Better Relationship with Money

Budget
financial planning
Invest
Money
Paul Miller
Retire
Save

Whether you love or hate money, it is something that everyone needs to survive in life. After all, homes, cars, clothes, and food aren't free. Like your friends

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Paul Miller | Sep 23, 2015

What to Consider Before Downsizing in Retirement

Downsizing
financial planning
Indian River Financial Group
Paul Miller
Retirement

Many new retirees find that they are house-rich and cash-poor. Those retirees spent their working years paying off the mortgage, and now that they have stopped

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Paul Miller | Sep 9, 2015

Investment Tips for Late Starters

financial planning
Incentives
Income
Indian River Financial Group
Investment
Retirement
Savings
Social Security
Taxes

There's no set age at which Americans should start investing. For most people, it's a matter of having the financial stability to cover important obligations

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Paul Miller | Aug 24, 2015

Early Family Talks = Easier Estate Planning

Estate Planning
Family
Financial Advisors
financial planning
Indian River Financial Group

There are a lot of difficult decisions that you have to make as a parent, and none is harder than trying to find the perfect time to have important discussions

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Paul Miller | Aug 10, 2015

5 Tools Every Financial Advisor Should Be Using

Customer Relationship Management
financial planning
Financial Planning Software
Indian River Financial Group
Inflation
Interest-Rate
Paul Miller
Riskalyze
Social Media

Financial advisors may occupy an industry that still relies on tried-and-true techniques to grow investment accounts for clients, but that doesn't mean the

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Paul Miller | Jul 22, 2015

Importance of a Business Succession Plan

Business Succession
financial planning

As an entrepreneur, you have relied upon your own vision and hard work to form a company and guide it through the early stages of development. Similar to your

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Our Office

7805 NW Beacon Square Boulevard
Suite 102
Boca Raton FL 33487-1396

Contact Us

E: paul@paulmilleradvisor.com
P: 561-362-0331
M: 561-445-8830
F: 561-362-4003
TF: 800-611-0537

     

Get in Touch

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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