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Miles Brown Asset Management

Life should be an adventure. Your financial security should not.

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As you approach age 65 – and, presumably, retirement – there is action required from you as it relates to Medicare. As a reminder, Medicare is a federal program that provides hospital insurance and some medical insurance to older Americans and those under 65 with certain disabilities. Medicare is comprised of 4 different parts. Learn more about them on our blog, link in our bio!

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401(k) and other related plans can be costly to set up, cumbersome to maintain & potentially subject employers to lawsuits if the plan becomes outdated or the investment options are too expensive. At Miles Brown Asset Management, we are able to help design, implement, and manage corporate retirement plans structured to your specific needs.

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5 Simple Steps To A Worry-Free Retirement FREE DOWNLOAD, link in our bio. at Financial District, San Francisco

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What Is Credit Insurance? It’s no secret that many Americans are still struggling with credit card debt. Right now, the average amount of debt in each household is about $5,700. But what happens if someone in the household gets sick, injured, or dies? Oftentimes that debt is passed on to a spouse or other family member. This is where credit insurance comes into play. Learn more on our blog. Link in our bio.

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Getting out of debt is important for all generations, not just Baby Boomers. If you just graduated with some debt, let's take care of it. Visit us at MilesBrown.com

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In 2019, Stop Living Paycheck To Paycheck. For a great many Americans, living paycheck to paycheck is, & has been, a way of life for longer than anyone wants to remember. If you find yourself frequently having to borrow money from friends & family, take out cash advances, or use credit cards to cover basic essentials like groceries & gas, then you’re in this scenario. The good news, however, is that it’s possible to stop living this way. But first, it’s important to understand why living paycheck to paycheck is so dangerous. Learn more, link in our bio.

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Start the year off right. Let us help you create a plan for your finances today so you can travel in the future. Photo by @travel.placex at Bora Bora, French Polynesia

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Need help with where to invest your money? Speak with a financial planner about your specific needs. We’d love to help you invest right. You can book a free phone consultation with us 📞 (415) 463-2711, also  available to meet in the Bay Area! at San Francisco, California

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Start 2019 off right. FREE DOWNLOAD: 5 Simple Steps To A Worry-Free Retirement. Link in bio.

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Free Financial Planning Consultation. Let’s start 2019 financially strong 💪 Photo by @craftonandrew at Chicago, Illinois

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What Is A Structured CD? With interest rates at historically low levels, and a very unsettled stock market giving the entire economy a collective anxiety attack, you may be looking for other ways to safely earn a favorable return on your cash savings. In your quest to find a reliable investment, you may come across something called a “structured certificate of deposit”. Learn more on our blog, link in bio.

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Since our focus is on what you want the money to do for you, and not the money itself, your goals and values will drive our recommended changes to your existing portfolio and future investments. Contact us today: MilesBrown.com Photo by @newyorkbestoff at New York, New York

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Even if you’ve never invested a single cent in the stock market, you’ve probably heard of the S&P 500, which stands for Standard & Poor’s 500 Index. The S&P 500 is one of (if not the) most common index used to track the performance of the US stock market. Learn more in our new blog post, link in our bio.

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We want our clients’ portfolios to weather the storms and be able to capitalize on strong markets. So relax and let us help you with your planning. Photo by @itsreone

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As it becomes increasingly more common for people to continue working after they’ve retired, those retirees may need a strategy for saving or investing that income. A good option to consider is to save and invest in an IRA when working after retirement. Many retirees may have already set up an IRA, making the process that much easier. However, there are both benefits and drawbacks to using an IRA when working after retirement, and it’s important to understand both before committing one way or the other. Investing In An IRA After Retirement. Link in my bio to read our full blog post! at San Francisco, California

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Looking to invest but not sure where to start? At Miles Brown, the exact amount we invest in each type of asset is based on your goals, risk tolerance, and desired rate of return. Learn more: milesbrown.com

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We believe that the lives of our clients should dictate the pace and balance of their investments, not the other way around. We work hard to ensure it stays that way. Invest your money in the right places, for the right reasons. Photo by @travelingourroots at Machu Picchu

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Everyone likes the feeling of making money. Almost no one likes the feeling of having to pay taxes on that money. As the year comes to a close, and with some significant changes to the tax laws on the horizon for 2019, it’s a good time to quickly review the differences between taxable and nontaxable income before the rules change next year. While almost all income is taxable, from lemonade stands to international conglomerates, there are a handful of income sources that escape the clutches of Uncle Sam. “2018 Taxable vs Nontaxable Income” blog post at the link in our bio.

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