Helping Clients Build a Better Future
With something as personal as your finances, it’s important to work with an advisor you trust and are comfortable working with for the long-term. After all, building a financial plan, managing your taxes, or maintaining your business’ finances is not a one-time event – it is an ongoing process that requires adjustments as your life, company, or goals change. At Miller, Bales & Company we want to fill this role in your life. We welcome the opportunity to assist with all your financial needs. Contact us to take the first step.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
These food myths will really put a drain on your wallet.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
An inside look at how marginal income tax brackets work.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess whether you are running “in the black” or “in the red” each month.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you should be saving for college.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Agent Jane Bond is on the case, cracking the code on bonds.
Taking your Social Security benefits at the right time may help maximize your benefit.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Bucket lists don’t have to be for tomorrow.
Here’s a quick guide to checking to see if you have unclaimed money.