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Client Case Study: A Military Couple Finds Financial Clarity – Tonks and Remus’ Story

Client Case Study: A Military Couple Finds Financial Clarity – Tonks and Remus’ Story

by Stacy Miller | Apr 1, 2026 | Interested in BFP, Military/Veteran, Nextgen

April is Financial Literacy Month. Many (most) of my clients...

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529 ABLE Accounts and Veteran Eligibility: Big Changes for 2026

529 ABLE Accounts and Veteran Eligibility: Big Changes for 2026

by Stacy Miller | Mar 15, 2026 | Family, Military/Veteran, News

I’ve been asked by disabled veterans many times whether they qualify...

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Client Case Study: A Young Woman Navigating an Unexpected Inheritance – “Luna’s Story”

Client Case Study: A Young Woman Navigating an Unexpected Inheritance – “Luna’s Story”

by Stacy Miller | Mar 1, 2026 | Interested in BFP, Widows, Women and Finance

March is Women’s History Month. It is often about looking back at...

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February Treasure Hunt: Is This the Year You Strike Gold?

February Treasure Hunt: Is This the Year You Strike Gold?

by Stacy Miller | Feb 1, 2026 | Financial Literacy

Every February, I send out one of my favorite reminders of the...

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