Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Millard Beatty Associates, LLC., we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a confident future. We provide impeccable client service to help manage tax efficiencies and preserve assets by utilizing numerous investment products and strategies, so we can help preserve our client’s lifestyle for a lifetime.
Proud Sponsors of:
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Investors who put off important investment decisions may face potential consequence to their future financial security.
Tax preparation may be the perfect time to give the household budget a check-up.
The item most homeowners forget on their home improvement project checklist is insurance.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
This questionnaire will help determine your tolerance for investment risk.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much you have the potential to earn during your working years.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
$1 million in a diversified portfolio could help finance part of your retirement.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What does your home really cost?
Agent Jane Bond is on the case, covering how bond laddering works.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”