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MILLCREEK Financial Services

121 W. Main Street, Suite 100
Solon, IA 52333

Phone:

(319) 624-1555

E-mail:

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Welcome to MILLCREEK Financial Services

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the potential value of working with professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

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Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Taking this quiz may help increase understanding of estate planning.

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This calculator can help you estimate your annual federal income tax liability.

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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

Use this calculator to determine whether you qualify for the different types of IRAs.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck