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Midlife Money Errors

Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on March 22nd, 2019

If you are between 40 & 60, beware of these financial blunders & assumptions.

Tags:
  • Debt
  • Financial Questions
  • Midlife
  • Savings
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"Merry Christmas, Ya Filthy Animals"

Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on December 7th, 2018

Merry Christmas and welcome to December! As I write this today, I am looking out at about 6 inches of snow, the first of which actually fell in November! As I drive around and see the snow piled up and corn still in the field in places, it is a great reminder of how much mother nature really is in charge!

Tags:
  • Christmas
  • Mer
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2019 Financial To-Do List

Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on November 26th, 2018

What financial, business, or life priorities do you need to address for 2019? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to lowering your taxes. You have plenty of options. Here are a few that might prove convenient.

Tags:
  • 2019
  • 401k
  • Health Savings Accounts
  • IRA's
  • Retirement Plan Contributions
  • Roth
  • Tax Deductions
  • To-Do List
  • Year End
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When You Retire Without Enough

Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on November 9th, 2018

How much have you saved for retirement? Are you on pace to amass a retirement fund of $1 million by age 65? More than a few retirement counselors urge pre-retirees to strive for that goal.

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Tolerate the Turbulence

Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on October 30th, 2018

Volatility will always be around on Wall Street, and as you invest for the long term, you must learn to tolerate it. Rocky moments, fortunately, are not the norm.

Tags:
  • Dow Jones
  • Market Volatility
  • Stock Market
  • Volatility
  • Wall Street
  • Read more

Important Financial Lessons: Parents to their Millennials

Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on April 4th, 2018

Imparting a legacy with your family is one of the most important things you can do in life. One of the ways to impart that legacy is to teach your children how to properly manage their money. According to a Pew Research Report, for the first time since 1880, young adults aged 18-24 (also known as Millennials) are more likely to live with their parents, than any other arrangement. Yikes!

Tags:
  • Beneficiaries
  • Investing
  • Millennial Finance
  • Milllenials
  • Read more

Financial Questions That Count (Part 2: Beyond the Basics: Retirement Planning)

Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on October 25th, 2017

What if something happened to me while my kids are still in school? Would they still be able to go to college? Would my spouse be able to stay in our current home? Would they have to downsize? What if one of the breadwinners in our house became disabled? Would we be able to maintain our current lifestyle and care for them?

Tags:
  • Finance
  • Investing
  • Money
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Financial Questions that Count (Part 1: Covering the Basics)

Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on September 14th, 2017

Will I be financially ready to retire? What is the best way to save for my kids’ college? Should I take Social Security early? Is our home properly insured? When should I start looking at Medicare? Would my family be taken care if something happened to me tomorrow? What if I became disabled? Could we still maintain our lifestyle? YIKES!

 

Tags:
  • Financial Questions
  • Medicare
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Elder Fraud and Ways to Help Prevent It

Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on August 3rd, 2017

Elder Fraud and Ways to Help Prevent It

Tags:
  • Elder Care
  • Identity Theft
  • Insurance Fraud
  • Medicare
  • Scams
  • Security
  • Senior Living
  • Read more

Social Security Insecurity

Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on June 12th, 2017

Social Security Insecurity

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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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