Joan Buckner - The Miliare Group

Joan Buckner - The Miliare Group Helping individuals & families take control of their finances by reducing taxes & debt; repositioning money to grow & protect what matters most.

07/01/2026

Happy HUMP DAY! It's National Joke Day!

"What do you call a factory that makes okay products? A Satisfactory"

"Why are stairs so suspicious! Because they're always up to something"

"Why did the picture go to jail? Because it was framed"

Share your jokes with others today!

06/30/2026

Happy Tuesday!

Funding an emergency fund.

How much should you have set aside in the emergency fund?

Do you have an emergency fund?

What will happen to your family if you don't have an emergency fund?

Let me help you answer these questions with a free Personal Financial Review.

06/29/2026

Happy Monday!

Almost to the fourth of July already. Make plans for sun and fun

06/28/2026

Happy Sunday!

I hope you are all doing well and enjoying your weekend. I've hit the pool this weekend with all this hot weather.

Did you know that you can put insurance on your children to safeguard their eligibility later on in their life.

How about cash accumulation to pay for college, a car, or a wedding.

Have you given thought about how life can throw you a curve ball when you least expect it?

06/27/2026

IT'S SATURDAY! Welcome to the weekend!

I'm going to share a personal story with you today about an elderly woman, (90yrs old). This client thought that she was going to run out of money before she passes away. So, I asked her to get all her financial papers out for me to review. We found that she has two Annuities. For the last three years she didn't take the RMD'S out. These are required each year, so we paid them, sent a letter of forgiveness to IRS because you also have to pay penalties when not distributed in a timely manner. As I continued to dig thru her paperwork, I found that she had a third Annity that she didn't remember having. That was great news in itself, because she now has plenty of money to enjoy the rest of her life and she isn't going to run out of money! This is how we help people, as well we did a free Personal Financial Review.

06/26/2026

Happy Friday!

This week I've been asking questions about what happens to your assets after you pass away.

These are deep and personal questions.

Are you ready to plan for that time?

I've heard this said before, "People don't plan to fail, people just fail to plan".

How can I help you Plan? We have many strategies to help you with this.

I offer Free Personal Financial Reviews.

Do You Want to Know Where You Stand?

Contact me, we can Zoom

06/25/2026

Happy Day!

How much Life Insurance does your family need?

How much money do you need to replace your income if you have a life changing event that now you can't work anymore?

Have you ever thought of how this will impact your family?

We work with clients that are asking these questions.

Contact me, I'll help you with those questions, I'll do a financial Plan for free so you know where you stand.

06/24/2026

Happy Day!

Do you own Reale Estate?

Do you have a Deed for your Reale Estate?

Do you know how a deed can directly transfer property to another person directly upon your passing?

These questions and more have real answers to protect your assets.

Contact me with your questions.

06/24/2026

Happy Day!

The Cost of Probate court.

The State charges for the job of dividing a deceased persons assets when there is no trust created. Where will your assets will go?

Did you want certain assets to go to certain people, church you attend, or to any other place you want?

Your assets will go to the place the Judge decides when you don't have a trust.

The assets you leave behind do you want them to be protected?

06/22/2026

Happy Day!

Do you know if you have enough money if something happens to you?

What if tomorrow you can't work anymore, what will your source of income be for
you and your family?

Let me know if I can help you to answer these questions.

Address

Tampa, FL

Telephone

+16168488599

Website

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