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Welcome! In our Resources area, you'll find:

  • Reflections inspired by our conversations with you–our clients.
  • Timely updates on market news and how it relates to you.
  • Events & announcements for the Courage Korving Miller community.
  • Resources we create to help answer your most important questions.

Tuesday, April 7, 2026

We work closely with clients to help them proactively design their tax strategy instead of finding out what they owe each year in April.

Tuesday, February 10, 2026

One of the most common questions we hear is, “Is there a smarter way to give that also helps me reduce my taxes"?

Tuesday, November 4, 2025

Reviewing your beneficiary designations is one of the most overlooked steps in tying your financial accounts to your estate plan.

Tuesday, October 21, 2025

Most people don’t have a retirement income problem. They have a retirement organization problem, which can lead to a multitude of unintentional problems.

Tuesday, July 29, 2025

For most taxpayers, the law represents welcome tax relief and simplified filing, but the full economic impact will depend on how trade and spending policies evolve alongside these tax changes.

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Friday, July 25, 2025

No portfolio can avoid risk altogether - some degree of risk is inherent to investing - but it can be built to take a more modest temporary hit and keep going.

Tuesday, June 17, 2025

Let’s make things easier for the people we care about, before we go.

Tuesday, June 3, 2025

After years spent building wealth and security, many families feel called to give back. Donor-advised funds (DAFs) are one of the most effective ways to do so.

Tuesday, May 20, 2025

We’re deeply grateful for your continued trust and partnership. As we move forward, we remain focused on building a firm ready to serve you and your family for generations to come.

Tuesday, May 6, 2025

RMDs are one of those areas where a little planning makes a big difference. This is one area where good advice really matters.

Thursday, April 24, 2025

Transitioning into retirement requires thoughtfully adjusting portfolios over time, structuring income efficiently, and maintaining a balanced investment strategy.

Tuesday, April 8, 2025

When markets get volatile, it can be uncomfortable watching your balance decline.

Tuesday, March 25, 2025

You want to provide for your kids, give them opportunities, and set them up for success. But at the same time, you have your own future to consider.

Tuesday, March 11, 2025

With the April 15th deadline approaching, now is the time to act.

Tuesday, February 25, 2025

One of the most valuable financial lessons we can teach our kids is the importance of saving for their future.

Tuesday, February 11, 2025

Deciding when to claim Social Security is one of the most significant financial decisions you’ll make as you approach retirement.

Tuesday, January 28, 2025

Your RMD strategy is best designed in the fuller picture of your income needs, investment strategy, charitable strategy, and tax planning.

Tuesday, January 14, 2025

As we look ahead to 2025 and beyond, several significant changes to retirement savings rules are on the horizon. We're here to help you navigate these new opportunities and ensure your retirement planning stays on track.

Monday, December 30, 2024

As we approach the end of the year, one question we hear often is: “How am I doing?”

Tuesday, December 17, 2024

Have questions about organizing your finances or creating a more streamlined investment strategy? We're here to help with clarity and confidence.

Tuesday, December 3, 2024

As the dust settles post-election, one of the biggest questions on everyone’s mind is: What does this mean for the markets and the economy? Regardless of who we vote for, history shows that markets function better with predictability.

Tuesday, November 19, 2024

Here’s how we want business owners to think about building wealth apart and in addition to their equity in their business.

Tuesday, November 5, 2024

How do you know if you’re “doing well” when it comes to your financial plan?

Tuesday, October 22, 2024

Anyone that’s ever received an inheritance knows it can quickly get complicated. There’s a shocking amount of rules, steps, and blindspots that govern the process.

Tuesday, September 24, 2024

Year-end planning involves making time-sensitive decisions that keep us on track with our long-term goals.

Tuesday, September 10, 2024

Every couple decides for themselves whether to treat finances as “our money” or “my money.” While managing individual budgets may seemingly make life feel easier, financial planning is a different conversation.

Tuesday, August 27, 2024

If you’ve worked with our team, you may have heard the term “eyes wide open” on the topic of taxes. It’s a personal favorite for advisor Stephen Korving.

Tuesday, August 20, 2024

“Congratulations on the birth of your child! This is very exciting… Do we want to talk about college planning?”

Tuesday, August 13, 2024

With the launch of Courage Korving Miller Partners, our businesses enter a promising new season. Today, we are reflecting on our excitement for the next chapter that comes from the deep friendship our firms have cultivated over the years.