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.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Systematic Withdrawals in Retirement - Clear and Wrong?
Taking regular, periodic withdrawals during retirement can be quite problematic.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
An inside look at how marginal income tax brackets work.
When considering life insurance, it's important to understand your options.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Smart investors take the time to separate emotion from fact.
Recent changes in estate tax laws could affect the strategy you have in place.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.