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
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Money-Saving Tips for Managing Your Subscriptions
A solid strategy to maximize your retirement savings is to eliminate unnecessary expenses.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Making Cash Flow Count with Tax-Smart Strategies
Discover how managing your cash flow can help you improve your tax situation and move closer to your long-term goals.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Year-End Planning: Preserve, Grow, and Give
Ensure your wealth is preserved, grown, and passed on by using strategic, purposeful year-end planning for lasting impact.
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Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
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Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.