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.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Taking regular, periodic withdrawals during retirement can be quite problematic.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
For many, retirement includes contributing their time and talents to an organization in need.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
An inside look at how marginal income tax brackets work.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much income may be needed at retirement to maintain your standard of living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Do you have causes that you want to support with donations? Here are three tips.
When do you need a will? The answer is easy: right now.
With alternative investments, it’s critical to sort through the complexity.
Learning more about gold, and its history, may help you answer that question.
Smart investors take the time to separate emotion from fact.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.