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.
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Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
A few strategies that may help you prepare for the cost of higher education.
Couples may be able to head off many of the problems in a marriage that money can cause.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Understanding how capital gains are taxed may help you refine your investment strategies.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help you estimate how much you should be saving for college.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your capital gains tax.
This calculator demonstrates the power of compound interest.
This calculator helps estimate your federal estate tax liability.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Three things to consider before dipping into retirement savings to pay for college.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Even low inflation rates can pose a threat to investment returns.