Our commitment is to help you work towards achieving all your financial goals. At Mueller Financial, Inc, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making prudent investment decisions that will contribute toward your future. We provide impeccable client service to help with tax and asset management. We utilize numerous investment products and strategies, so we can help plan our client’s lifestyle for a lifetime.
Helpful Content
Pullbacks, Corrections, and Bear Markets
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
Rightsizing for Retirement
What does your home really cost?
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Saving for College 101
Here’s a crash course on saving for college.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.