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Milestone Minutes: News & Insights

Man sitting on a park bench and working on a laptop
Brandon Smith | Jan 26, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Parent reading a book to their newborn child
Brandon Smith | Jan 19, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Brandon Smith | Jan 12, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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default blog image
Brandon Smith | Jan 5, 2023

Paws and Effect - The annual cost of pet ownership and how to reduce costs

Finance
Lifestyle

There’s a good reason there’s an estimated 74 to 96 million owned cats and 70 to 80 million dogs in the U.S. With wagging tails, slobbery kisses, and little

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Elderly woman and younger woman having a conversation
Brandon Smith | Dec 29, 2022

Do You Still Need Life Insurance When You Retire?

Insurance

4 Reasons You May Consider Keeping It

When it comes to retaining life insurance in retirement, there are two schools of thought regarding its necessity. The

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Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Brandon Smith | Dec 22, 2022

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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fair lights in hands
Brandon Smith | Dec 15, 2022

Preparing for an Early or Unexpected Retirement

Retirement

More Americans are retiring earlier than you might think

Planning for retirement is without a doubt a long-term project that takes years of saving and

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financial professionals
Brandon Smith | Dec 8, 2022

Personal Liability Protection

Insurance
One of the least understood forms of protection is personal liability insurance; and with its capacity to form an extensive umbrella of financial protection for
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Hand holding a bill with a red "Past Due" stamp on it
Brandon Smith | Dec 1, 2022

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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coins in a cup with growing plant
Brandon Smith | Nov 24, 2022

What are the Benefits of Saving Early?

Savings
Finance
For many Americans, the art of saving is something that they have yet to master. This is especially true for those who have just entered the workforce or have
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financial professionals
Brandon Smith | Nov 17, 2022

Personal Liability Protection

Insurance
One of the least understood forms of protection is personal liability insurance; and with its capacity to form an extensive umbrella of financial protection for
Read More
A row of houses along a canal
Brandon Smith | Nov 10, 2022

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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Office

10108 Krause Road, suite 201
Chesterfield, VA 23832

Contact

804-768-0541
Info@milestonefs.net

Get in Touch

"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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