Blog
Make Your Retirement Savings Last Longer
Wednesday, May 18, 2022How to Help Make Your Savings LastThrough RetirementIf you're living in or heading into retirement and have built up a comfortable nest egg, you're probably no stranger to disciplined budgeting. But budgeting in retirement might be...
Read MoreYour Complete Guide to 2022 Tax Tips, Questions & Resources (FAQ)

Read More
YEAR-END TAX STRATEGY: CHECK ON HSA CONTRIBUTIONS

Healthcare can be one of the priciest yet essential parts of life’s journey. And yet, many struggle to utilize the financial tools that may help. Take Health Saving Accounts (HSAs), for example. In 2019, 55% of those with HSAs...
Read MoreIs A High Deductible Health Plan Right For You?

Who Should Consider A High Deductible Health Plan? What is a High Deductible Health Plan?A High Deductible Health Plan (HDHP) is a government Marketplace health plan with an annual deductible of at least $1,400 for an individual or $2...
Read MoreShow All
The Roth IRA’s Secret Tax Benefits That Everyone Should Know

1. Tax-Free WithdrawalsMoney that goes into a Roth IRA is after-tax dollars. Because you've already paid taxes on that money, once it is withdrawn, it comes out tax-free. There are some restrictions on those withdrawals if you want to...
Read MoreImportant Changes to the Child Tax Credit

June 29, 2021 Recently, there were changes made to the child tax credit that will benefit many taxpayers. As part of the American Rescue Plan Act that was enacted in March 2021, the child tax credit: Amount has increased for certain...
Read More529 Plan Contributions
Tuesday, June 8, 2021In most states, December 31 is an important deadline for parents and grandparents contributing to 529 plans. To qualify for a state tax credit or deduction this year related to your contribution, you may have to meet that year-end...
Read More2020 Tax Year in Review
Tuesday, February 2, 20212020 Year-End Tax Planning Tips for Businesses and Individuals This has been a year of economic and tax uncertainty with the impact of the COVID-19 pandemic,potential stimulus bills, and the presidential election. As a result, tax...
Read MoreMBC and Clients Help Meet Increased Need From COVID
Monday, November 16, 2020The Boys & Girls Clubs of Columbia’s slogan for the last six months has been “Whatever It Takes” due to the increased needs of the community during the COVID pandemic. Because of COVID, Boys & Girls Clubs of Columbia...
Read MoreHoliday Recipes from the MBC Team
Monday, November 16, 2020This holiday season our office wanted to share some of our favorite recipes with you. The incredibly talented cooks at our office have shared everything from family heirloom recipes to made from scratch recipes. We hope you will find a...
Read MoreCharitable Giving 2020: Where and When to Give
Monday, November 16, 2020As 2020 begins winding to a close, it’s a good time to evaluate any financial to-dos left unchecked. The last few months of the year are a great time to look at your charitable giving and decide if there’s more you can do...
Read MoreRepaying Your Student Loan

Whoa! You graduated, and now it is time to make a plan to start paying on your student loans. It is tough to figure out what is the best strategy. There is good news though. Your loans owned by the U.S. Department of Education have...
Read MoreWhy You Need a Wealth Manager Now More Than Ever
Wednesday, October 7, 2020You don’t need an expert to tell you it’s been a rough year financially for a lot of people in the U.S. and across the globe. Markets are down, unemployment is up, and that leaves many feeling uneasy about the future. Now,...
Read MoreHow to Plan for Retirement During the COVID-19 Pandemic
Friday, September 4, 2020Planning for anything — let alone retirement — right now might seem impossible. COVID-19 has thrust the world into uncertainty, disrupting short- and long-term arrangements. However, it’s essential to take care of...
Read MoreGain Control and Assurance with a Midyear Checkup
Tuesday, August 4, 2020We are more than halfway through 2020, and it’s been an unprecedented year. With the amount of change that’s occurred, your financial strategy may need some adjustments. A midyear checkup accomplishes many things. Here are...
Read MoreFrequently Asked Questions for Small Businesses Participating in the Paycheck Protection Program

The team at MBC is here to help small businesses understand the Paycheck Protection Program (PPP). CPA and Professional Staff Manager, Matthew Vandelicht, answers the top three questions our clients have about this program.
Read MoreCOVID-19 Tips for Small Business
Monday, June 1, 2020As small businesses continue dealing with the effects of the novel coronavirus (COVID-19) pandemic, the MBC team remains dedicated to helping you navigate the changes and challenges you’ll face as we enter a new version of...
Read MoreCoronavirus Relief Resource Guide

Updated as of May 18, 2020. In the midst of the novel coronavirus (COVID-19) pandemic, the MBC Team has worked to assemble this list of resources that have been enacted or are available for individuals, small businesses, employers and...
Read MoreTax Day Moved to July 15, 2020
Friday, March 20, 2020Treasury Secretary Steven Mnuchin announced on March 20, 2020, Tax Day has been moved to July 15, 2020. All taxpayers and businesses will have additional time to file and make payments without interest or penalties. We will continue...
Read MoreA message to our clients about COVID-19 Coronavirus
Tuesday, March 17, 2020The spread of coronavirus (COVID-19) is on all our minds and in the news. We’d like to reassure you that we have been monitoring this situation closely to ensure we can meet the ongoing needs of our customers. Our goal is to help...
Read More2019 Tax Year in Review
Thursday, February 20, 2020After one of the most monumental revisions of the Internal Revenue Code in more than 30 years, tax law changes enacted a few years ago may impact the 2019 federal tax return you file this year. All U.S. taxpayers — including...
Read MoreYear in Review: 2019
Friday, December 13, 2019How can we do things better for our clients? As we look back over the past year, that question was a driving force as we focused on effectiveness and efficiency. In all we accomplished, our end goal was the same — making...
Read MoreChanges coming for traditional IRAs?
Thursday, November 7, 2019There’s a movement afoot to make sweeping changes in the way we save for retirement. Three pieces of legislation awaiting action in Congress would, among other changes, extend the age limit for contributing to traditional IRA...
Read MoreHow Business Owners Gain Advantage through Combined Wealth Management and CPA Experience
Tuesday, October 1, 2019Miller, Bales & Company is a financial planning agency led by certified public accountants. How does this model provide an advantage for business owners that want help with boosting how they do business, when it comes to tax and wealth...
Read More