Should You Use Credit Or Debit Cards For Holiday Shopping?
Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on November 26th, 2019Should You Use Credit Or Debit Cards For Holiday Shopping?
By: Daniel S. Miller, CFP®
Blog
2020 Contribution Limits and Guidelines
Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on November 19th, 20192020 Contribution Limits and Guidelines
Provided By: Daniel S. Miller, CFP®
The 2020 retirement contribution and benefit limits have been released by the IRS. This list is updated annually to reflect changes based upon inflationary and economic conditions as determined by the IRS.
2019 Catch Up Contributions
Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on November 5th, 20192019 Catch Up Contributions
By: Daniel S. Miller, CFP®
Protect Retirement Savings Against Long Term Care Needs
Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on October 22nd, 2019Protect Retirement Savings Against Long Term Care Needs
By: Daniel S. Miller, CFP®
What to Do When You Inherit Your Parents' House
Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on October 3rd, 2019What to Do When You Inherit Your Parents' House
By: Daniel S. Miller, CFP®
Should You Delay Retirement?
Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on September 25th, 2019Should You Delay Retirement?
By Daniel S. Miller, CFP®
Am I Really Ready to Retire? This New Reality Can Be Scary!
Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on September 21st, 2019The day has finally come, you have your stuff in a box, you have shaken everyone’s hand, and you are headed for the door. Your last day of work! No more being a slave to the alarm clock, and everything is all downhill from here. Nothing to think about, no more decisions to make, you can just coast on out into the sunset. RIGHT!!!
Financial Questions that Count: Choosing the Right Retirement Accounts. Is Tax Deferral Important?
Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on July 10th, 2019Today, I want to look at the various choices we have when deciding how to save for retirement. Which type of, or collection of accounts, is right for what you are trying to accomplish? In last month’s blog we discussed the concept of the “3-Legged Stool” which included what I consider to be the three key pieces to a strong retirement income stream.
Three Key Questions to Answer Before Taking Social Security
Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on May 15th, 2019When to start? Should I continue to work? How can I maximize my benefit?
Social Security will be a critical component of your financial strategy in retirement, so before you begin taking it, you should consider three important questions. The answers may affect whether you make the most of this retirement income source.
Midlife Money Errors
Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on March 22nd, 2019If you are between 40 & 60, beware of these financial blunders & assumptions.
