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Millar Financial Group is an independent Registered Investment Advisor and Financial Planning firm located in Fremont, California, in the San Francisco Bay Area.

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eVENTS

October 25, 2018:

Tax Reform: Millar Financial Group is hosting a private lunch event for our clients in Fremont as they learn more about The Tax Cuts and Jobs Act. Please call our office for more details.

November 22-23, 2018:

Our office will be closed in observance of Thanksgiving.


NEWS

  • What are the new rules for 401(k) hardship withdrawals? Click here to learn more.

  • Should I enroll in a health savings account?  Click here to learn more.

  • Can the federal funds rate affect the economy? Click here to learn more.

  • Buying a home can be a major expenditure. Fortunately, federal tax benefits are still available, even after recent tax reform legislation, to help make homeownership more affordable. Click here to learn more.

  • The Tax Cuts and Jobs Act, passed in December of last year, fundamentally changes the federal tax landscape for both individuals and businesses. Click here to learn more about some of the significant changes.

  • If you receive Medicare, you will be getting a new Medicare card in the mail. Click here to learn more.