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Tips for Making the Most of Your Inheritance

Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on March 30th, 2021

By Dan Miller, CFP®

Baby boomers in the U.S. are set to bequeath $68 trillion in wealth by 2043, as part of the Great Wealth Transfer. Much of that will be left to Generation X and millennial heirs. If you expect to receive an inheritance, planning ahead for how you will use the wealth and account for any taxes will help you make the most of your windfall.

Tags:
  • Inheritance
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Preparing Teens for Financial Adulthood

Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on March 30th, 2021

By Dan Miller, CFP®

Tags:
  • Family
  • Financial Questions
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Protecting Your Parents: Identifying and Preventing Elder Financial Abuse in 2021

Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on March 18th, 2021

By: Dan Miller

Tags:
  • Elder Care
  • Scams
  • Security
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In the Market For Some New Wheels? Pros & Cons of Buying a New vs Used Vehicle

Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on February 26th, 2021

By Dan Miller, CFP®

When shopping for a new car, it can be difficult to decide whether to go all out and buy brand new or save some money and get a used one because it can be a big investment. Neither option is entirely perfect, which is why we have gathered pros and cons to both new and used vehicles to aid you in your decision.

 

Tags:
  • Financial Questions
  • Large Purchases
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How Does Dollar-Cost Averaging Work?

Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on February 24th, 2021

When you’re in a traffic jam on the highway, you may find yourself trying to merge into whichever lane is moving fastest at the moment, only to find yourself falling behind drivers that stayed in one lane the whole time.

Tags:
  • Financial Questions
  • Investing
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Women and Wealth: Taking Charge of Your Finances

Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on February 24th, 2021

When it comes to financial planning, women are likely to face different challenges than their male peers. For one, they earn less than men on average, and they’re more likely to work part-time jobs or take time away from their careers to raise children and care for family. Time off and lower lifetime income means women face unique financial planning challenges.

Tags:
  • Building Wealth
  • Women
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Rain, Snow & Ice: 4 Tips For Preventing an Insurance Claim This Winter in the Frigid Midwest

Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on February 17th, 2021

If you’re like many Nebraska and Iowa residents and much of the Midwest, you’ve been hit by a hefty dose of winter recently. Even if you’re used to snowstorms, heavy rains and bitter cold, there are things you can do now to prepare for or prevent a weather-related insurance claim.

Tags:
  • Financial Questions
  • Insurance
  • Prevention
  • weather
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GameStop, AMC & Blackberry: A Reminder to Investors about the Importance of a Diversified Portfolio

Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on February 2nd, 2021

By now you've likely heard the news that stocks in some unlikely companies - GameStop, AMC, Blackberry - have suddenly soared. In fact, the New York Times claims amateur investors are "Beating Wall Street at Its Own Game" with shares in GameStop skyrocketing 1,700 percent by end of day Monday, Jan. 25.

Tags:
  • Investing
  • Trending Topics
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Tips for the 2021 Tax Season

Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on January 29th, 2021

Preparing for the 2021 Tax Season

How a financial advisor can help you manage your taxes this year 

Tags:
  • Financial Questions
  • Health Savings Accounts
  • Taxes
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Life Insurance Isn't One Size Fits All

Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on January 28th, 2021

Choosing the Right Life Insurance Policy

How to compare plans based on your specific needs

Tags:
  • Financial Questions
  • Life Insurance
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505 North 3rd Street
Red Oak, Iowa 51566 

2211 Capehart Road, Suite 105
Bellevue, NE 68123
 
  •  Tel: (712) 623-5726
  •  Tel: (800)347-9511
  •  Fax: (712) 623-4642
  •  info@planwithmillerfinancial.com
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Dan Miller,  Kaleb Robuck, Marcus Taylor, and Brad Starken are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Miller Financial Group, Inc. is not affiliated with USA Financial Securities.

Dan Miller, Kaleb Robuck, and Marcus Taylor are authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: Dan: AL;AR;AZ;CA;CO;FL;IA;IL;IN;KS;KY;LA;MN;MO;NC;NE;OR;SC;SD;TX;WA. Kaleb: CO;IA;KY;MO;NE. Marcus: IA;MN;MO;NE. For investment advisory services these states include: Dan: AL;AR;AZ;CA;CO;FL;IA;IL;IN;KS;KY;LA;MN;MO;NC;NE;OR;SC;SD;TX;WA. Kaleb: CO;IA;KY;MO;NE. Marcus: IA;MN;MO;NE. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. 

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