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Milestone Minutes: News & Insights

A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Brandon Smith | Jul 29, 2022

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
Read More
A teenager holding a yellow and blue longboard talking to her friend
Brandon Smith | Jul 21, 2022

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
Read More
A white house.
Brandon Smith | Jul 14, 2022

Protecting Your Biggest Asset

Insurance
Life is full of risks, and people make decisions everyday that require weighing those risks against their ability to protect themselves using their own
Read More
Dandelion blowing in the wind.
Brandon Smith | Jul 7, 2022

Insurance Made Cheaper Through Telematics

FINRA Reviewed
Insurance
The car insurance bill arrives and yet again you let a deep sigh—all things considered the rate is way higher than it should be. You’re a considerate, cautious
Read More
Mother and child working on a laptop together
Brandon Smith | Jun 30, 2022

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Brandon Smith | Jun 23, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
Read More
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
Read More
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.
Read More
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.
Read More
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
Read More

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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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