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
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Financial Wellness on Your Path to Retirement
Retirement is a significant milestone in life. Pursue financial wellness with these key strategies.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
What Will You Do With Your Bonus or Windfall?
This article examines one's options when receiving a work bonus or other financial windfalls.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Surprises
Making the most of surprises is a great reason to work with us.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.