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Cumulare Asset Management

3893 NW 88th Terrace
Hollywood, FL 33024

Phone:

954-457-2256

Fax:

305-564-6964

E-mail:

partnermail@cumulareassetmanagement.com

Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

Videos

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Alan Miller, CFA is a Fellow of the Institute of Actuaries in London, specializing in Investments. He is also a Fellow of the Society of Actuaries in Illinois, USA. From 2005 to 2012, he served as CEO of Barclays' South African investment businesses. From 2000 to 2005, he was CEO of STANLIB Asset Management, part of Standard Bank. He managed the Liberty Life Shareholders' Long Term Portfolio and the LIBAM Hedge Fund. Alan is an expert on the application of quantitative tools and statistics to investments.

Newsletters

Goodbye Passwords, Hello Passkeys

As major tech companies, apps, and websites make passkeys their default security option, itâ€™s likely youâ€™ll be prompted to set them up to help secure your accounts.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.

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Medicare Open Enrollment: A Time for Choices

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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Calculators

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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