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.
Helpful Content
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Navigate Life’s Transitions with Confidence
Whatever stage of life you are in, learn how to navigate the present—and whatever comes next—with confidence.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Planning, Saving, and Spending Over a Lifetime
Are you reactive or proactive in your finances? Take control with our step-by-step savings guide.
Choices for Your 401(k) at a Former Employer
Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
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The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.