Miller Financial Services

A Warm Welcome

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.  Our wealth management service will allow you to view and track all of your investment accounts from one convenient location.  Follow the link "Account Access" to register or view your accounts now.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to achieving your financial goals.  As we begin our 29th year of service to the community, we would like to thank you for your continuing trust and business.

Best regards,

A. Michael Miller, CLU, ChFC
President
Calculators

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

More Calculators →

Newsletters

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

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