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Milestone Minutes: News & Insights

Children sitting on a bench together.
Brandon Smith | Jun 16, 2022

Leave your Legacy through Planned Giving

Education
Finance
FINRA Reviewed
There comes a point in life where you want to begin sharing or gifting all the things you’ve collected over the years—stories, wisdom, financial wealth. And
Read More
Two yellow balloons with smiley faces on them
Brandon Smith | Jun 9, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
Read More
Married couple a bench staring at ocean.
Brandon Smith | Jun 2, 2022

Retire to Happiness: Tips to Thrive in the Next Chapter of Life

FINRA Reviewed
Retirement
Here’s a thought: retirement doesn’t mean the end. It doesn’t mean an end of self-importance or purpose, it just means a new chapter—a paradigm shift of what
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Young woman pouring a drink for an older woman. They are sitting together at a table.
Brandon Smith | May 26, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Paper report.
Brandon Smith | May 19, 2022

Making Sense of Whole Life Insurance Premiums

Insurance
Critics of whole life insurance point to the higher premiums these plans require and the inflexibility of the payment schedule.
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Doctor visit.
Brandon Smith | May 12, 2022

Helpful Life Insurance Advice You Can Use

FINRA Reviewed
Insurance
Few consumer products are the object of a love/hate relationship as life insurance.  The thought of buying life insurance is not something that most physicians
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Handshake
Brandon Smith | May 5, 2022

Biggest Misconceptions About Business Insurance

Insurance
Business owners have a tremendous opportunity to generate significant rewards from a business in which they have invested heavily. However, as with any
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Man and pregnant wife sitting on bench.
Brandon Smith | Apr 28, 2022

What You Need to Know When Applying for Life Insurance

Insurance
When you buy a life insurance policy, you are essentially transferring your financial risk to a life insurer which then becomes obligated to pay your
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Two men sitting at a table and having a conversation
Brandon Smith | Apr 21, 2022

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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Dandelion blowing in the wind.
Brandon Smith | Apr 14, 2022

How Much Life Insurance Do You Really Need?

Insurance
For most people the difficult decision is not “if” they need life insurance, but “how much” life coverage they need. It’s a much bigger decision, and one that
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Elderly woman doing yoga in a park
Brandon Smith | Apr 7, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
Read More
Colourful umbrellas.
Brandon Smith | Mar 31, 2022

Why You Need a Personal Liability Umbrella Policy

Insurance
An increasing number of people are starting to understand that their real risk exposure is not in the costs associated with repairing or replacing their car or
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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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