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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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
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Much Ado About RMDs
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
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ISM Indexes Watch for Trouble on Both Sides of the Economy
Two different Purchasing Managers Indexes are generally considered to be leading economic indicators that can help businesses and investors make more informed decisions.
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HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
Calculators
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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.
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Savings Accumulation
Estimate the future value of your current savings.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?