Ben Miller Momentum Wealth Strategies

Helpful Content

Second marriages are a trigger event to revisit any existing estate strategies.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Your credit score may influence how much you pay for auto and home insurance.

Entrepreneurs all face the same question, “Which business structure should I adopt?”

The federal government requires deceased individuals to file a final income tax return.

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Read this overview to learn how financial advisors are compensated.

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

This questionnaire will help determine your tolerance for investment risk.

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Estimate how long your retirement savings may last using various monthly cash flow rates.

Estimate how much income may be needed at retirement to maintain your standard of living.

Assess whether you are running “in the black” or “in the red” each month.

Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?

A bucket plan can help you be better prepared for a comfortable retirement.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

This video discusses issues related to your retirement accounts when you move on from your job.

When do you need a will? The answer is easy: Right Now.