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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There are hundreds of ETFs available. Should you invest in them?
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
It's important to understand how inflation is reported and how it can affect investments.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess how many days you'll work to pay your federal tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Are Real Estate Investment Trusts right for your portfolio?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.