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.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
This investment account question is vital and answered as early as possible.
A windfall from a loved one can be both rewarding and complicated.
Important items to consider when purchasing condo insurance.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator shows how inflation over the years has impacted purchasing power.
Enter various payment options and determine how long it may take to pay off a credit card.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Preparing for the unexpected can make all the difference if your family relies on your income.
Making the most of surprises is a great reason to work with us.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Around the country, attitudes about retirement are shifting.