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Life Stages That Impact Your Life Insurance Needs

Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on September 15th, 2020

Did you know that your life insurance needs can vary drastically as your life changes? Most people understand that having life insurance is part of a responsible financial plan, but they are not aware that their needs can change over time. If you have found a policy that meets your needs and gives you peace of mind, you're not necessarily done.

Tags:
  • Insurance
  • Life Insurance
  • Life Stages
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The Importance of Wellness Now and in Retirement

Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on March 24th, 2020

Most folks are aware that living healthy has many benefits. Especially for those who may soon be facing old age and the potential health problems that may come with it. With the recent Coronavirus pandemic, it has been older folks in poorer health who are being affected the most. To date, all deaths in the U.S.

Tags:
  • Coronavirus
  • Wellness
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Avoid Costly Mistakes on Your Retirement Accounts: Required Minimum Distributions

Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on March 24th, 2020

Avoid Required Minimum Distribution Mistakes

Tags:
  • Required Minimum Distributions
  • SECURE ACT
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Volatile Markets and Retirement: A Financial Plan is Now More Valuable Than Ever

Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on March 24th, 2020

Everyone is scared. Things are volatile and uncertainty on what to do and where to turn, is running rampant. Store shelves are empty, the news is negative, and the stock market is in turmoil. Where can you turn for some sense of clarity, unbiased advice, that proverbial port in the storm?

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The Good, the Bad, and the Ugly of Retiring Early

Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on February 5th, 2020

The Good, the Bad, and the Ugly of Retiring Early

By Daniel S, Miller, CFP®

Tags:
  • Financial Questions
  • Retiring early
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The SECURE Act & Your Retirement

Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on January 16th, 2020

The SECURE Act & Your Retirement

By: Daniel S. Miller, CFP®

Tags:
  • RMDs
  • Tax Planning
  • Taxes
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Before Applying To College - Prepare For How Equity In Your Primary Home and Rental Properties Could Affect Your Child’s EFC

Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on January 16th, 2020

Before Applying To College - Prepare For How Equity In Your Primary Home and Rental Properties Could Affect Your Child’s Expected Family Contribution.

By: David Eads, MBA

Tags:
  • College Funding
  • College Planning
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How to Recognize and Prevent Elder Financial Abuse

Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on January 16th, 2020

How to Recognize and Prevent Elder Financial Abuse

By: Daniel S. Miller, CFP®

Tags:
  • Elder Care
  • Scams
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2020 Important Retirement Numbers

Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on January 6th, 2020

2020 Important Retirement Numbers

By: Daniel S. Miller, CFPTM

Tags:
  • Qualified Retirement Plans
  • Retirement Plan Contributions
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Over 65 and Traveling Abroad? Make Sure Your Healthcare Goes With You

Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on January 6th, 2020

Over 65 and Traveling Abroad? Make Sure Your Healthcare Goes With You!

By: Daniel S. Miller, CFP®

Plan To Have Medicare Coverage For Your Winter Travel

Tags:
  • Healthcare
  • Over 65
  • Travel
  • Travel Abroad
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505 North 3rd Street
Red Oak, Iowa 51566 
  •  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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