Miller Financial Services
Welcome to Miller Financial Services, a full-service company focusing on retirement planning and estate conservation strategies.
As personal financial professionals, we can:
-Help you clarify and define your goals
-Recommend solutions that fit your needs
-Deliver timely information
-Explain how changing financial conditions affect you
-Monitor your financial progress
-Make investment planning easier
Feel free to browse our site. You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.
If you have any questions, please call us at (716)946-8289 or e-mail us at kevin.miller@voyafa.com . We will be happy to help. We look forward to talking with you.
"Do not work to make a living, rather work to make a life. For the measure of succeeding, is your service in the strife. All you ever leave behind you, when your soul has crossed the bay, is the good you've done for others. You must go, but it will stay!"
Wilfred A. Peterson
Newsletters
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REITs, Rates, and Income
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
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Cheaper Hearing Aids Are Coming to a Store Near You
Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.
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Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
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Tax-Loss Harvesting Offers Chance at Silver Lining
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.