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.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Here are six flags that may make your tax return prime for an IRS audit.
When considering life insurance, it's important to understand your options.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
These food myths will really put a drain on your wallet.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much you have the potential to earn during your working years.
The importance of life insurance, how it works, and how much coverage you need.
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.
Pundits say a lot of things about the markets. Let's see if you can keep up.
What is your plan for health care during retirement?
All about how missing the best market days (or the worst!) might affect your portfolio.
If you died, what would happen to your email archives, social profiles and online accounts?
That big list of dreams and goals isn't the only way to look at your bucket list.
Do you have causes that you want to support with donations? Here are three tips.