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Milestone Minutes: News & Insights

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!
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Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Brandon Smith | Jun 10, 2021

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Brandon Smith | Jun 3, 2021

Living the Dream: How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
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Kids sitting on a bench.
Brandon Smith | May 27, 2021

Everything you Need to Know About Buying a Life Insurance Policy

Education
Insurance
Family
If you are at the point where you are asking how to buy a life insurance policy, then you have already made the most important financial decision, which is to
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Businesswoman looking at her phone
Brandon Smith | May 20, 2021

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
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Row of houses.
Brandon Smith | May 13, 2021

Making Money in Real Estate: Pitfalls to Prepare For

Ask anyone and even if they don’t know a thing about investing they’ll say, “oh, real estate is a great investment!” Well, it can be if you approach it in a
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Woman writing in a paper planner with a pen
Brandon Smith | May 6, 2021

Retirement Calculator: Are You On Track to Reach Your Goals?

Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
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Man sitting at a long table in front of a window. He is looking at his phone.
Brandon Smith | Apr 22, 2021

Passive Income Investments: How to Make Your Money Work for You

Looking to potentially increase your income without working extra hours? A passive income investment may bring you closer to your wealth-building goals.
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Brandon Smith | Apr 15, 2021

Demystifying Auto Insurance Rates and How to Lower Them

For some people, getting an auto insurance quote is a lot like spinning a roulette wheel; you don’t know what will come up, and each time you spin it (getting
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Brandon Smith | Apr 8, 2021

Three Ways to Lower Your Insurance Costs This Year

If you haven’t reviewed your insurance coverage in a while, you might be surprised with how many ways you can save costs. Here are three tips for lowering your
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Chesterfield, VA 23832

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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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