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Milestone Minutes: News & Insights

Woman in a suit holding a piece of paper. She is in an office setting.
Brandon Smith | Sep 2, 2021

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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Brandon Smith | Aug 26, 2021

Financial Resolutions: 6 Tips to keep you Accountable

Education
Finance
Investments
Savings
Family
After the ball drops on New Year’s Eve, we dig up our hopes and dreams and make some resolutions. Getting back in the gym, losing weight, and eating clean, are
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Wind turbine.
Brandon Smith | Aug 19, 2021

Why Should I Buy an Annuity?

Insurance
Annuity
Annuities are more than just financial products. They are financial solutions that fill a need or address a concern, whether it is for tax savings, guaranteed
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Brandon Smith | Aug 12, 2021

Charitable donations can mean big tax deduction—unless you donated to a fraud

Education
Tax Planning
Donations to charities are a win-win when it comes to filing taxes. You can feel good about helping a cause you care about as well as write off the donations to
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Students studying around a table.
Brandon Smith | Aug 5, 2021

Affording an A+ Education

Education
College
Family
Too wealthy for financial aid and too strapped to pay out of pocket? Turn to other options.
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Child running on wooden bridge.
Brandon Smith | Jul 29, 2021

Beyond just an Allowance: How to Engage your Young Kids in Learning about Money from a Young Age

Education
Savings
Lifestyle
Family
Think back to those early days in life when it seemed like everything in the candy aisle was free if you begged your parents hard enough. Not a fleeting thought
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Compass on wood table.
Brandon Smith | Jul 22, 2021

The Biggest Reasons to Own Life Insurance

Insurance
Family
Most financial planning experts agree that life insurance should form the foundation of everyone’s financial plan.  For most families, their most basic
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Dandelion blowing in the wind.
Brandon Smith | Jul 15, 2021

Financial Win-Win: Give to Charity and Avoid the Income Taxes on $100k

Education
Investments
Tax Planning
Lifestyle
The tax code, with all of its hundreds of pages of regulations, stipulations, and loopholes always leave something be learned. Not only is the U.S. Internal
Read More
Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Brandon Smith | Jul 8, 2021

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Person sitting on dock staring out at water.
Brandon Smith | Jul 1, 2021

When Whole Life Insurance may be the Best Option

Education
Estate Planning
Insurance
For generations a debate has raged on over whether it’s best to buy whole life insurance or to buy term life insurance and “invest the difference”.  Proponents
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Mother and daughter cooking and laughing
Brandon Smith | Jun 24, 2021

Making the Most of Your Tax Return

Tax Planning
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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Brandon Smith | Jun 17, 2021

6 Tips for a Cheap Valentine’s Date

Education
Finance
Lifestyle
Roses are red, violets are blue, Valentine’s Day can be cheap, hooray for you!
Read More

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10108 Krause Road, suite 201
Chesterfield, VA 23832

Contact

804-768-0541
Info@milestonefs.net

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"Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 475 Springfield Ave., Suite 1., Summit, NJ 07901, (303) 797-9080. Milestone Financial is not affiliated with The Leaders Group, Inc."

 

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