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
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
What You Need to Know about Tax-Loss Harvesting
While tax-loss harvesting won't eliminate your taxes, it may offset what you owe on your taxable investment accounts.
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Managing Money as a Couple
Keys to preparing to grow wealthy together.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
How to Keep Your Retirement Savings Working for You
Preservation is about function, not just figures. Plan for retirement amid economic uncertainty to limit stress.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
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Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
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.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Rightsizing for Retirement
What does your home really cost?
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Emerging Market Opportunities
What are your options for investing in emerging markets?
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.