Miller Financial Private Wealth Mangagement, LLC

Miller Financial Private Wealth Mangagement, LLC Our family based company has been helping families save time planning their financial futures for almost 50 years . Columbus Office: 5900 Sawmill Rd.

We provide you with clear and concise financial planning, so you can spend less time worrying and more time with family and friends. Suite 110 Dublin, OH 43017
(614) 695-4299

Securities offered through Registered Representatives of Cambridge
Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research
Advisors, Inc., a Registered Investment

Adviser. Cambridge and Miller Financial Private Wealth Management, LLC are not affiliated. Content provided via links to third party sites should not be considered an endorsement of content,
which we cannot verify completeness or accuracy of.

05/01/2023

Congratulations to Tony on completing his professional designation "Chartered Financial Consultant".

The ChFC designation is the "Advanced Financial Planning" designation conferred by The American College.

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
02/20/2023

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Learn the ins and outs of 529 plans before you or your student heads to college.
09/20/2022

Learn the ins and outs of 529 plans before you or your student heads to college.

This article can be a helpful guide when begin preparing for education expenses.

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
09/20/2021

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.

These 6 things might make your next return a prime target for an IRS audit.
09/17/2021

These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
09/15/2021

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.
09/13/2021

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.

This calculator helps estimate your federal estate tax liability.

Tax freedom day: the day you begin earning money for yourself.
09/10/2021

Tax freedom day: the day you begin earning money for yourself.

Assess how many days you'll work to pay your federal tax liability.

When was the last time you updated your will?
09/08/2021

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.
09/03/2021

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

Here's a breakdown of how the federal government spends your tax money.

Compare your taxable investment to a tax-deferred one. The results may surprise you.
09/01/2021

Compare your taxable investment to a tax-deferred one. The results may surprise you.

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Even low inflation rates can impact your retirement outlook over time.
08/30/2021

Even low inflation rates can impact your retirement outlook over time.

Even low inflation rates over an extended period of time can impact your finances in retirement.

Address

2005 Audubon Park Drive
Springfield, OH
45504

Telephone

+19373900881

Website

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