1510 Wagon Wheel Ct
Midlothian, TX 76065

Michael Miller, CFP®

(817) 680-8198

 
A Bucket Plan to Go with Your Bucket List Safeguard Your Digital Estate The Richest Man in Babylon What Smart Investors Know

Fee-Only Retirement Planning & Investment Management Services In Midlothian, Texas


At Miller Premier Investment Planning LLC, we understand that individuals face unique challenges as they prepare for retirement. Now more than ever before, people need the expert advice and personal attention of an experienced fee-only Certified Financial Planner (CFP®) professional.  Miller Premier helps you navigate these uncharted waters to help you reach your destination with a personalized plan in hand. Whether you are investing to build wealth, protect your family, or preserve your assets, your customized plan focuses on your personal goals.

As one of the country's top financial planners, Michael Miller, CFP® has years of experience in the financial services industry and has appeared in such well known publications as the Wall Street Journal, New York Times, Investor's Business Daily, Dallas Morning News, US News & World Report, and the Miami Herald. If you are interested in receiving his free newsletter, have a question, or want to schedule a complimentary consultation you can shoot him an email by filling in the information on this page or give him a call.

 

Helpful Content

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Life and Death of a \$20 Bill

Life and Death of a \$20 Bill

How long does a $20 bill last?

Do Your Kids Know The Value of a Silver Spoon

Do Your Kids Know The Value of a Silver Spoon

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

 

Is an SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving—or dragging—the economy.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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When Do You Need a Will?

When do you need a will? The answer is easy: right now.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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