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(850) 727-5491
2425 Millcreek Court
Tallahassee, FL 32308

 
It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust Can Election Results Predict the Market?

Understanding Today’s Financial Environment

At MillCreek Financial Consultants, we understand that individuals face unique challenges in preparing for retirement, so we help to take the mystery out of that process. Whether your goal is to save for college, retirement, or to develop an estate strategy, our personalized service focuses on your specific financial goals and objectives.

Helpful Content

The Big Picture– Cracking Open a Six Pack

The Big Picture– Cracking Open a Six Pack

Knowing your risks is essential when making investment decisions and exit decisions.

College Savings with Life Insurance

College Savings with Life Insurance

How can Life Insurance play a role in your college savings strategy?

Does Your Credit Score Affect Your Insurance Rates?

Does Your Credit Score Affect Your Insurance Rates?

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

 

Looking to Improve Your Financial Future?

Consolidating financial accounts onto one platform can help you spell out a clearer financial future.

How Helping Charities Helps You

Donation is on people’s minds around tax season.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Your Paycheck and You: A Love Story

Are you showing your paycheck the love it deserves?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Business Succession Planning Blueprint

Is succession a part of your strategic business plan? It should be.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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