Todd Miller, Managing Partner at Greenstone Financial LLC

Hoppy Easter!

Running a small business means wearing a lot of hats, but National Employee Appreciation Day is a perfect reminder that you don't do it alone. Your employees show up and keep things moving every single day. Take a moment today to say thank you. If you're thinking about ways to invest in your people for the long haul, let's connect.

“Poisoned” artificial intelligence can give untrustworthy advice about finance, health and lots more. Here’s how you may be able to fend off the growing threat.

How AI Chatbots Can Secretly Give Biased Advice “Poisoned” artificial intelligence can give untrustworthy advice about finance, health and lots more. Here’s how to fend off the growing threat.

The new senior tax deduction ushered in by the 'Big, Beautiful Bill' is worth up to $6,000 per qualified filer.

How the New ‘Senior Bonus Deduction’ Works - NerdWallet

What is life insurance planning for the “merely well-to-do”? Learn more about this largely overlooked group.

Life Insurance Planning for The Merely Well-to-Do It’s about visualization and optionality.

Assumable mortgages let buyers take over a seller’s home loan. Learn how they work, who qualifies and when assuming a mortgage makes sense in 2026.

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Happy St. Patrick's Day!

Happy Valentine's Day!

I hope you had a great start to the New Year! Here are some of the areas where my team and I specialize!

Here at Greenstone Financial LLC we have 4 ways that we strategize around saving and investing money. I would love to share with you what that looks like and be a resource.

Schedule a time on my calendar today!
Your Strategy Session with Todd

Happy New Year!