Miller Financial Group serves as your trusted partner, seeking to understand your needs and provide you with objective advice and comprehensive strategies. We take great pride in our professionalism and integrity, which have helped us earn the long-term trust and appreciation of the individuals and families we proudly serve. To learn more about the Five Pillars click here.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Earnings season can move markets. What is it and why is it important?
The tax rules governing profits you realize from the sale of your home have changed in recent years.
For some, the social impact of investing is just as important as the return, perhaps more important.
Marriage changes everything, including your insurance needs.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Estimate how much you have the potential to earn during your working years.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
When should you take your Social Security benefit?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
How does your ideal retirement differ from reality, and what can we do to better align the two?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.