Miles Financial Group
We help clients protect their money, grow it safely, and create tax-efficient, retirement income for life. That's Peace of Mind, For the MILES Ahead.
Offices to Serve You In:
Inland Empire
3633 Inland Empire Blvd. Suite 650
Ontario, Ca 91764
909-458-0418
South Orange County
26632 Towne Centre Drive, Suite 300
Foothill Ranch, CA 92610
800-741-2609
While financial planning is crucial for retirement, emotional preparation is equally essential and often overlooked.
Getting Mentally and Emotionally Ready to Retire Retirement is often envisioned as a blissful time of relaxation and freedom, but it can also bring about unexpected challenges. Many individuals do not adequately prepare for the emotional effects of leaving the workforce, leading to feelings of
The journey towards retirement can be lengthy and complex, filled with numerous decisions and potential missteps. So, what are some frequent errors you could sidestep?
3 Common Retirement Planning Mistakes Your golden years are a significant aspect of your life that require diligent saving and considerable contemplation. However, the journey towards this phase can be lengthy and complex, filled with numerous decisions and potential missteps. So, what are some frequent
If you're looking for some fun Autumn activities to liven up your retirement, look no further. From pumpkin patch adventures and harvest festivals to cozy movie nights and mesmerizing leaf peeping, autumn provides a rich tapestry of experiences that shouldn't be missed.
Autumn Activities for Retirement Autumn is a truly magical season, steeped in stunning hues of oranges, yellows, and reds. The air is crisp, and the landscape transforms into a picturesque canvas, offering a multitude of activities that celebrate the essence of fall. If you're looking
The unfortunate reality is that many Americans are now headed into retirement with some amount of debt, but reducing your debt might help you better control your costs in retirement.
How Debt Can Affect Your Retirement The unfortunate reality is that many Americans are now headed into retirement with some amount of debt. In 2016, almost 61% of Americans were moving into the retirement stage of their life with unpaid debt. And while you may
Creating a charcoal portrait doesn’t have to be intimidating. It can be a simple, step-by-step process. Here’s a quick guide to help you draw your charcoal portrait with ease.
The Basics of Charcoal Drawing - Your New Hobby Creating a charcoal portrait doesn't have to be intimidating. It can be a simple, step-by-step process. Here's a quick guide to help you draw your charcoal portrait with ease. Firstly, identify a clear, high-quality photograph to use
If you are currently receiving Social Security or considering how Social Security might factor into your retirement plan, then it’s important for you to understand COLAs.
What Are COLAs and How Do They Affect Retirement If you are currently receiving Social Security or you are considering how Social Security might factor into your retirement plan, it’s important for you to understand what COLA stands for. You may have seen the acronym
In our fast-paced world, finding time to prepare a delicious meal can often be challenging. But fear not! Here we share three quick and easy-to-make recipes.
Quick and Delicious: 3 Recipes to Help You Speed Through Dinner Time In our fast-paced world, finding time to prepare a delicious meal can often be challenging. But fear not! Here we share three quick and easy-to-make recipes: Taco Salad, Chicken Parmesan Sliders, and Tomato
The term “risk tolerance” gets thrown around a lot when it comes to investing. So, what does it mean, and how does it relate to retirement?
What is Risk Tolerance, and What Does it Mean for You? The term “risk tolerance” gets thrown around a lot when it comes to investing. So, what does it mean, and how does it relate to retirement? In simple terms, risk tolerance is how comfortable you
There’s nothing quite as delightful as the taste of homemade vanilla ice cream. Check out this recipe in our blog to make your weekend a little sweeter.
Delight in a Bowl: A Homemade Vanilla Ice Cream Recipe There's nothing quite as delightful as the taste of homemade vanilla ice cream. It's the perfect treat for a hot summer day or the crowning glory of any dessert. If you're retired and looking for
Ever wondered what treasury securities are? What about the difference between a treasury note, a treasury bond, and a treasury bill? Let’s uncover what these securities are so that you can have a sense of how they function and how they work for an investor.
A Crash Course in Treasury Securities Ever wondered what treasury securities are? What about the difference between a treasury note, a treasury bond, and a treasury bill? Let’s uncover what these securities are so that you can have a sense of how they function and
Let's take an enchanting detour down memory lane, revisiting the classic cars of the 70s that once ruled the roads.
Revving up Memory Lane: A Nostalgic Journey Through 1970s Classic Cars Let's take an enchanting detour down memory lane, revisiting the classic cars of the 70s that once ruled the roads. We will rekindle old memories and reignite our appreciation for these automotive marvels. Whether
Estate planning is a significant undertaking. It gives us a way to transfer what we've accumulated throughout our lives to those we hold dear.
3 Quick Suggestions for Planning Your Estate Estate planning is a significant undertaking. It gives us a way to transfer what we've accumulated throughout our lives to those we hold dear. Passing down properties and personal items can convey familial bonds and affection and even
Summer is the perfect season to cultivate your gardening skills. Here are some expert tips to help your garden thrive in the heat of summer.
Tips for a Flourishing Summer Garden Summer is the perfect season to cultivate your gardening skills. However, the rise in temperature can pose a significant challenge for your plants. Here are some expert tips to help your garden thrive in the heat of summer. Watering Wisely The
If you’ve done any searching on the internet, you’ve probably seen the advice to minimize your financial planning and retirement fees as much as possible. But sometimes, these fees are worth it.
What’s the True Value of Financial Guidance? If you’ve done any searching on the internet, you’ve probably seen the advice to minimize your financial planning and retirement fees as much as possible. Many outlets for financial explanations and information recommend paying as little as possible
Staying hydrated is crucial for individuals of all ages, but it becomes even more important for older adults, especially those in retirement.
The Importance of Staying Hydrated in Retirement Staying hydrated is crucial for individuals of all ages, but it becomes even more important for older adults, especially those in retirement. As people age, their bodies undergo various changes that can impact their overall health, including a
At the most basic level, a real estate investment trust is a company that owns, operates, or finances income-generating real estate. Learn more about this investment opportunity in today's blog!
What is a Real Estate Investment Trust (REIT)? At the most basic level, a real estate investment trust is a company that owns, operates, or finances income-generating real estate. They allow people to invest in a trust that then purchases a direct ownership stake in
Retirement can be a wonderful time to explore new interests and enjoy the freedom that comes with no longer having to work. But for single people, retirement can also present unique challenges and concerns.
How to Make the Most of Your Retirement as a Single Person Retirement can be a wonderful time to explore new interests and enjoy the freedom that comes with no longer having to work. But for single people, retirement can also present unique challenges and
Before 1978, most retirement plans were set up as pensions. So, what changed in 1978?
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For many retirees, reminiscing about their childhood can be a soothing and nostalgic experience. It’s a journey back to simpler times...
Remembering Simpler Times to Live a Better Future For many retirees, reminiscing about their childhood can be a soothing and nostalgic experience. It's a journey back to simpler times when life was less complicated and technology had not yet permeated every aspect of living. Let's take
A taxable event seems simple enough to identify, but when it comes to retirement and savings, there are a few important ones that you might want to keep an eye on.
What is a Taxable Event? Put plainly: a taxable event is a transaction that causes someone to owe money to the government in the form of taxes. Seems simple enough, right? When it comes to retirement and savings, there are a few important taxable events
Retirement is a time of relaxation, exploration, and new experiences. One way to make the most out of this new chapter is by expanding your culinary horizons and trying out unique foods from different cultures.
3 Unique Foods to Spice Up Your Palate Retirement is a time of relaxation, exploration, and new experiences. One way to make the most out of this new chapter is by expanding your culinary horizons and trying out unique foods from different cultures. Not only
When you turn 59 ½, there are things that begin to happen. Most importantly: you can begin withdrawing from your retirement accounts...
59 ½: The Retirement Turning Point When you turn 59 ½, there are things that begin to happen. Most importantly: you can begin withdrawing from your retirement accounts, such as 401(k)s and IRAs. This age is also very important because it can mark a shift
Need something new to read this summer? Check out this list!
A Summer Retirement Reading List This carefully curated list of novels offers a mix of heartwarming stories, charming characters, and captivating mysteries, perfect for a retiree looking to enjoy a restful day. Embark on a literary journey and discover the joys and surprises that await
If you are about to head into retirement and you are concerned about the amount of cash you have on hand, have you considered you can use your house to help fund your retirement?
What to Consider If You Think You're Asset-Rich but Cash-Poor There's a chance that an individual may find themselves in a circumstance where they possess significant wealth in their house but lack sufficient cash in their bank account. Over the years, as you've been paying
Many people think that you are simply born knowing how to be artistic. But artistry is learned through studying and hard work.
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The national debt ceiling pertains to the maximum amount of funds the US Government can borrow to cover its expenditures. So what does that mean for you?
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As a retiree, you have more time to focus on yourself and your home. One thing you might want to consider is how your home smells!
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Learn about EE bonds and how they could work in your investment strategy in today's blog!
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In recent months there have been 3 major bank shake-ups, but what does it mean for your finances?
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Address
3633 Inland Empire Boulevard Suite 650
Ontario, CA
91764
Opening Hours
Monday | 9am - 5pm |
Tuesday | 9am - 5pm |
Wednesday | 9am - 5pm |
Thursday | 9am - 5pm |
Friday | 9am - 5pm |
Ontario, 91761
Wealth management and tax strategy, we craft personalized financial plans to secure your goals.
Ontario
I will work hard to compose a financial plan that fits your needs and aid in your success as an Entr
Ontario, 91764
President & CEO, AFG Advisory Group, Inc. California, Nevada, Arizona
300 S HARBOR Boulevard
Ontario, 92805
Reaching and improving our community through our Financial Literacy Campaign
Ontario, 91761
I help guide individuals and families toward achieving their long-term financial goals by creating personalized financial plans based on real objectives.
3400 Inland Empire Boulevard #100
Ontario, 91764
Falcon Wealth Planning, Inc. Is designed to help clients achieve their financial goals while controlling their taxes, fees, and the risk they take.