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Brett S. Miller, CPA, CFP®

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Brett is Partner in Charge and Wealth Advisor at CI Brightworth. Brett graduated from The Citadel with a degree in Business Administration (Accounting Concentration).

Blog Post by Brett S. Miller, CPA, CFP®

Brett S. Miller, CPA, CFP® Aug 19, 2022 11:57:07 AM 5 min read

What to Do When the Wire Hits – 3 Takeaways for Any Dentist Selling Their Practice

The day your business is officially sold will be like no other. The new buyer will send a ...
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Brett S. Miller, CPA, CFP® Jun 27, 2022 4:17:25 PM < 1 min read

Which Accounts Should Younger Retirees Tap First? Not IRAs!

Many retirees pull money from the wrong accounts and in the wrong sequence to generate ...
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Brett S. Miller, CPA, CFP® Aug 2, 2021 3:43:00 PM < 1 min read

RETIRING IN THE NEXT 5 YEARS? MAKE THESE 5 DECISIONS NOW

Before you make money mistakes that could derail your retirement, consider these ...
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Brett S. Miller, CPA, CFP® Mar 26, 2021 3:03:00 PM 2 min read

What is your code?

I love meeting new people. I should say, I love learning about new people. I like to ...
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Brett S. Miller, CPA, CFP® Dec 1, 2020 3:42:00 PM 3 min read

Win the Day

As I’m writing this blog entry, it’s the week of Thanksgiving. Sure, this year is going ...
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Brett S. Miller, CPA, CFP® Oct 16, 2020 4:15:00 PM 2 min read

How do you approach tomorrow?

Are you tired of the overly negative sentiment of today’s media? The nonstop negativity ...
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Brett S. Miller, CPA, CFP® Sep 17, 2020 2:58:00 PM 7 min read

THE COVID-19 SIX-MONTH REVIEW – SIX IMPORTANT ITEMS TO PROACTIVELY REVIEW (PART 1 OF 2)

Labor Day signals the traditional conclusion of summer. Temperatures decline, the ...
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Brett S. Miller, CPA, CFP® Sep 17, 2020 10:09:00 AM 6 min read

The Covid-19 Six-month Review - Six Important Items to Proactively Review (Part 2)

Part one
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Brett S. Miller, CPA, CFP® Sep 9, 2020 5:47:00 PM 2 min read

Patience and Presence

At the onset of the COVID-19 pandemic, I noticed an important shift in my life and in the ...
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Brett S. Miller, CPA, CFP® Jul 30, 2020 11:39:00 AM 3 min read

Running Hills

Seriously? Why would anyone willingly choose to run UP a hill? The sudden burst of extra ...
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