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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Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Military families face unique challenges, making personal finance even more critical.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your capital gains tax.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to compare the future value of investments with different tax consequences.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
It's easy to let investments accumulate like old receipts in a junk drawer.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.