Rick Miller

Beacon Pointe is a Registered Investment Advisory (#RIA) serving as trusted financial consultants for families and institutions.

[Rick Miller @SensibleRick]

Excited to share the news that we have joined Beacon Pointe Advisors! For future news and updates from our team, please follow @BeaconPointeRIA.

[Beacon Pointe @BeaconPointeRIA]

Expanding excellence in #CA and #MA, we are proud to announce the integration of Sensible Financial Planning, an advisory team committed to serving clients with clarity, confidence, and security. https://t.co/jNt5bHG8u2

[Rick Miller @SensibleRick]

Important SSA update: Soon, you’ll need to use https://t.co/S0ybxQJ1CY or https://t.co/3jwFqoU5wQ to access your https://t.co/cXvhUMklaY account. Your benefits won’t change - just the login process for better security. Learn more here: https://t.co/3s3jBuir3Q

[Rick Miller @SensibleRick]

In our digitized world, safely storing assets is crucial. In our latest article, Frank Napolitano explains why a digital estate plan is essential for protecting your digital legacy. https://t.co/Dx0z41LjQh

[Rick Miller @SensibleRick]

Join us for the fourth session of our webinar series, “Managing Money as a Couple,” where we focus on the “Retirement Years” on July 30th! I will guide you through the unique financial landscape of retirement. Register now! https://t.co/uh0bvaPtYS

[Rick Miller @SensibleRick]

Modern stock market reporting began in 1926! By analyzing S&P 500 data and 20-year U.S. gov bond returns from 1934-2023, we can uncover patterns and understand market trends. Check it out! #StockMarket #Investing #FinanceHistory #MarketTrends

https://t.co/qvJTjohhqU

[Rick Miller @SensibleRick]

Choosing a financial planner can be tough, but asking these key questions can ensure that your assets are in good hands.
▶ Is the firm a fiduciary?

▶ Will I have a dedicated planner?

▶ Will the firm listen to my personal goals?
https://t.co/sK7s27G7ei

[Rick Miller @SensibleRick]

Join me for the third installment of our webinar series, "Managing Money as a Couple." In this webinar, I will explore the financial intricacies that come with raising children and offer actionable advice. https://t.co/LgxAcSpKmq

[Rick Miller @SensibleRick]

Tune in to the Economics Matters podcast by @Kotlikoff for a discussion featuring Sensible's Frank Napolitano and @CasnerEdwards Katie Von Kohorn, where they explore topics such as estate planning, gift planning, trusts, and more. Listen here! https://t.co/Ihn7w2u3Jv

[Rick Miller @SensibleRick]

Don't let Medicare sign-up mistakes drain your retirement savings! Rick Fine's latest insights, featured by Kim Blanton and the @RetirementRsrch, offer invaluable tips for new retirees. Check out the eye-opening article here! https://t.co/DrHyn03uDa

[Rick Miller @SensibleRick]

Dive into the world of TIPS (Treasury Inflation-Protected Securities) on April 30th! Explore the unique benefits of TIPS ladders versus TIPS index funds and gain valuable insights to enhance your financial future. Secure your spot now!
https://t.co/GhLrJLv2v5

[Rick Miller @SensibleRick]

The Sensible Financial team is constantly learning and growing. Last month, we welcome new employees, Ellen and Brandon. Learn more on our blog! #FinancialExperts #TeamDevelopment #ProfessionalGrowth
https://t.co/OLKgVAvh6S

[Rick Miller @SensibleRick]

Join us on February 29th to uncover the five most common Medicare mistakes how to avoid them effectively.
Rick Fine will explain the critical errors that many individuals make when navigating the #Medicare landscape. Register now! https://t.co/NqPhLi5U9S

[Rick Miller @SensibleRick]

Donating to charity using QCDs (Qualified Charitable Distributions) may bring tax advantages, but it may not be for you. Here are some pros and cons. https://t.co/GfGIWhd5Ez #QCD #CharitableGiving #TaxEfficientGiving

[Rick Miller @SensibleRick]

Most people know of wills and trusts. Many have an idea what a healthcare power of attorney and financial power of attorney are. But what about a ‘Letter of Instruction’?
In this article, Frank Napolitano explains how it fits into an estate plan. https://t.co/IHZTzuFyWW

[Rick Miller @SensibleRick]

How important do you think financial compatibility is for a successful marriage?

Cast your vote now and don't forget to sign up for my upcoming webinar, "Managing Money as a Couple: Early Marriage" here: https://t.co/ZvP0W2TFDm

[Rick Miller @SensibleRick]

Ever wondered if a financial planning firm is the right fit for you? We've got you covered! Our new page is a curated collection of hypothetical scenarios, carefully crafted to showcase the diverse range of people we assist. https://t.co/l4aAck9b4k

[Rick Miller @SensibleRick]

Whether you're a newlywed or soon-to-be-married, my next webinar provides valuable tools and tips to navigate the financial journey as a couple! Register now! #earlymarriage #managingmoney #financialwebinar https://t.co/YhEs1dy7rh

[Rick Miller @SensibleRick]

As we wrap up the year, we’re excited to revisit the Sensible Financial articles that have resonated most with our readers.
Check them out here! #NewYear #BestOf2023 #FinancialArticles https://t.co/5EJQHEFJlR

[Rick Miller @SensibleRick]

When you’re young, the milestones roll by constantly – old enough to drive, old enough to drink, old enough to vote. Yet the truly exciting age is 65, when you become eligible for Medicare. But how does Medicare really work? https://t.co/wgzoBODJ47