Your Wealth Diva, Lori J. Miller, Trusted Financial Advisor, Financial Planner

Lori J. Miller, CFP® M.S. Financial Advisor, Financial Planner, Insurance Agent
#1 Independent Platform, LPL Financial

Planning for your future is no simple task, especially in today’s volatile environment. You need unbiased, experienced guidance with Lori J. Miller, CFP® , M.S. to provide turnkey strategies and solutions for Financial Planning and Investment Advisory services offered through LPL financial, a registered investment advisor, Wealth Management, and Insurance Services.  Please visit her site often to use financial calculators, read investment articles, and research reports to help answer your questions or stimulate your interest.

Lori J. Miller, CFP® has over 24 years of diversified financial advisory experience to put the needs of individuals, families, and businesses at the center of every investment recommendation, and provides competent, independent and ethical guidance to work toward the goals for your financial future.

Our full-service financial center offers Wealth Management, Advisory and Fee-based Financial Planning Services, Stocks, Bonds, Mutual Funds, REITs, Income Annuities, IRAs, Rollovers, 401Ks, 529 College Savings Plans, Qualified Retirement Plans and Insurance products and services.  We look forward to serving your financial and insurance needs, so please call us today at (630) 690-0000 to put Lori and her team to work for you!
Calculators

Lease Interest

What's the interest rate on the lease you're considering?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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Newsletters

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

Protecting What May Be Your Most Valuable Asset

Statistics indicate 43% of 40-year-olds will suffer at least one long-term disability (lasting 90 days or longer) before age 65. Disability income insurance could help protect your most valuable asset: your ability to earn an income.

HOT TOPIC: How to Make the Most of the Payroll Tax Cut

Have you considered what you will do with the extra 2% in take-home pay that you will receive in 2011? An extra 2% might not seem like much, but it could be an opportunity to make a difference in your financial future.

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