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December 2024
December 23, 2024
Confident Decisions with Clinton Miller, CFP®
In our final Insight Series of 2024, the topic of conversation centers around organized estates as part of the quarterly installment of Confident Decisions with Clinton Miller, CFP®.
We know that when our brain feels more organized around a specific thing—like our money—we feel better about it. And it can provide a lot of peace of mind for you and your loved ones when you have things in order before you pass.
In this discussion, Clinton will help us explore the intersection of those ideas: Organizing your estate. Although many of us may not want to consider our passing, having a plan for our estate is still a very important piece of our money lives that can have a large impact on our loved ones.
Confident Decisions is all about the practical application of financial planning to our everyday lives—because sometimes the whole sphere of money can feel a bit convoluted and confusing.
If you have questions on your mind, don’t hesitate to submit them to us ahead of time by sending an email to [email protected].
December’s Conversation Host
Clinton Miller Miller, CFP®
Clinton Miller, CFP®, is an investment advisor & financial planner with an educational background in mathematics. He enjoys making tax planning relevant for clients so they can make confident money decisions.
He and his wife Aubrey are based in Canton, OH & have two sons. In his spare time, he enjoys fishing, chainsaw repair, & mucking around in the woods.