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Financial Planning

Do Presidential Elections Actually Impact the Financial Markets?

Submitted by Miller Financial Group, Inc on November 26th, 2019

Do Presidential Elections Actually Impact the Financial Markets?

By: Daniel S. Miller, CFP® 

Tags:
  • Financial Markets
  • Financial Planning
  • Investments
  • Politics
  • Read more

2020 Contribution Limits and Guidelines

Submitted by Miller Financial Group, Inc on November 19th, 2019

2020 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.

Tags:
  • 401k
  • Financial Planning
  • Investments
  • IRA's
  • Qualified Retirement Plans
  • Taxes
  • Read more

2019 Catch Up Contributions

Submitted by Miller Financial Group, Inc on November 5th, 2019

2019 Catch Up Contributions

By: Daniel S. Miller, CFP®

Tags:
  • 401k
  • Financial Planning
  • Investments
  • Retirement
  • Read more

Protect Retirement Savings Against Long Term Care Needs

Submitted by Miller Financial Group, Inc on October 22nd, 2019

Protect Retirement Savings Against Long Term Care Needs

By: Daniel S. Miller, CFP®

Tags:
  • Elder Care
  • Financial Planning
  • Retirement
  • Retirement Income Planning
  • Read more

What to Do When You Inherit Your Parents' House

Submitted by Miller Financial Group, Inc on October 3rd, 2019

What to Do When You Inherit Your Parents' House

By: Daniel S. Miller, CFP®

Tags:
  • Estate Planning
  • Financial Planning
  • Inheritance
  • Read more

Should You Delay Retirement?

Submitted by Miller Financial Group, Inc on September 25th, 2019

Should You Delay Retirement?

By Daniel S. Miller, CFP®

Tags:
  • Financial Planning
  • Retirement
  • Retirement Income Planning
  • Read more

Am I Really Ready to Retire? This New Reality Can Be Scary!

Submitted by Miller Financial Group, Inc on September 21st, 2019

The 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!!!

Tags:
  • Financial Planning
  • Retirement
  • Retirement Income Planning
  • Read more

Financial Questions that Count: Choosing the Right Retirement Accounts. Is Tax Deferral Important?

Submitted by Miller Financial Group, Inc on July 10th, 2019

Today, 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.

Tags:
  • Financial Planning
  • Investments
  • Retirement
  • Retirement Income Planning
  • Read more

Midlife Money Errors

Submitted by Miller Financial Group, Inc on March 22nd, 2019

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

Tags:
  • Debt
  • Financial Planning
  • Financial Questions
  • Investments
  • Midlife
  • Retirement
  • Retirement Income Planning
  • Savings
  • Read more

2019 Financial To-Do List

Submitted by Miller Financial Group, Inc 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
  • Financial Planning
  • Health Savings Accounts
  • Investments
  • IRA's
  • Retirement
  • Retirement Plan Contributions
  • Roth
  • Tax Deductions
  • To-Do List
  • Year End
  • Read more
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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 David Eads 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, Marcus Taylor, and David Eads 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; LA; MA; MN; MO; NC; NE; OR; SC; SD; TX; WA. Kaleb: CO; IA; MO; NE. Marcus: IA; MO; NE. David: IA; NE For investment advisory services these states include: Dan: AL; AR; AZ; CA; CO; FL; IA; IL; IN; KS; LA; MN; MO; NC; NE; OR; SC; SD; TX; WA. Kaleb: CO; IA; MO; NE. Marcus: IA; MO; NE. David: IA; 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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