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Do Presidential Elections Actually Impact the Financial Markets?

Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on November 26th, 2019

Do Presidential Elections Actually Impact the Financial Markets?

By: Daniel S. Miller, CFP® 

Tags:
  • Financial Markets
  • Politics
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Should You Use Credit Or Debit Cards For Holiday Shopping?

Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on November 26th, 2019

By: Daniel S. Miller, CFP®

Tags:
  • Credit Cards
  • Savings
  • Scams
  • Security
  • Using Credit Wisely
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2020 Contribution Limits and Guidelines

Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor 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
  • IRA's
  • Qualified Retirement Plans
  • Taxes
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2019 Catch Up Contributions

Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on November 5th, 2019

2019 Catch Up Contributions

By: Daniel S. Miller, CFP®

Tags:
  • 401k
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Protect Retirement Savings Against Long Term Care Needs

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

By: Daniel S. Miller, CFP®

Tags:
  • Elder Care
  • Retirement
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What to Do When You Inherit Your Parents' House

Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on October 3rd, 2019

By: Daniel S. Miller, CFP®

Tags:
  • Estate Planning
  • Financial Questions
  • Inheritance
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Should You Delay Retirement?

Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on September 25th, 2019

Should You Delay Retirement?

By Daniel S. Miller, CFP®

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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, 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!!!

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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, 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.

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Three Key Questions to Answer Before Taking Social Security

Submitted by Miller Financial Group | Red Oak Iowa Financial Advisor on May 15th, 2019

When 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.

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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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