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Milestone Minutes: News & Insights

Man with glasses leaning against a wall
Brandon Smith | Feb 25, 2021

Common Investor Biases and How They Can Impact Your Finances

No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
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Brandon Smith | Feb 18, 2021

Should You Retire at the Same Time As Your Spouse?

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Happy couple sitting in a park with their dog
Brandon Smith | Feb 11, 2021

Financial Management for Couples: When a Spender and a Saver Fall in Love

Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.
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Row of classic cars.
Brandon Smith | Feb 4, 2021

Is Your Classic/Collector Car Underinsured?

In the wake of hurricanes Harvey and Irma, two of the worst storms to make landfall in the U.S., the fate of thousands of homeowners is still up in the air. So

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Brandon Smith | Jan 28, 2021

The Basics of Paycheck Protection Program Loans: Round Two

The year 2020 was unprecedented for so many reasons—all because of the COVID-19 pandemic. Many suffered from job losses, had to juggle childcare while working

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Male stretching on patio.
Brandon Smith | Jan 21, 2021

Get In shape - Financial Fitness 101

We’re all familiar with fitness fanatics, raving about life changing workouts guaranteed to get you into tip top shape. While there is a new fitness craze in

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Close up of a retired couple holding hands.
Brandon Smith | Jan 14, 2021

Will Retirement Investors Tolerate the Next Big Downturn? The Case for Fixed Indexed Annuities

No one can predict with any degree of certainty when the next market correction or bear market will occur, or how long it will last. What we do know is that, at

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Brandon Smith | Jan 7, 2021

Infographic: Helpful Life Insurance Advice You Can Use

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*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal

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Hand holding a house key
Brandon Smith | Dec 31, 2020

Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?

If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse mortgage. Borrowing money from your home
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Windy road.
Brandon Smith | Dec 24, 2020

How to Crack Into the World of Financial Planning

Millennials get a bad rep. Too often does the media say that they’re lazy, unmotivated to work hard, and frivolous with their spending habits. On a weekly basis

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Happy elderly couple holding yellow flowers
Brandon Smith | Dec 17, 2020

Should You Retire at the Same Time As Your Spouse?

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Chess board.
Brandon Smith | Dec 10, 2020

3 Ways to Tap Your Life Insurance While You’re Living

Most financial planners agree that life insurance is essential for protecting families against financial loss, which is why many recommend purchasing the

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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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