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Milestone Minutes: News & Insights

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
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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!
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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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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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