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Milestone Minutes: News & Insights

Hands on a laptop.
Brandon Smith | Feb 17, 2022

Making Sense of Whole Life Insurance Premiums

FINRA Reviewed
Insurance
Critics of whole life insurance point to the higher premiums these plans require and the inflexibility of the payment schedule. However, when the structure and
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Brandon Smith | Feb 10, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
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Brandon Smith | Feb 3, 2022

Preserve Your Assets with Long-term Care Insurance

Insurance

With the average life expectancy surpassing age 85, the number of people who will require some sort of assistance performing daily living functions can be

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Wind turbine.
Brandon Smith | Jan 27, 2022

Green Energy as an Investment Strategy

FINRA Reviewed
Investments

Green, clean energy has reached new heights in America. There are more hybrids than ever on the streets (Americans bought their four millionth hybrid car in

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Professionally dressed man and woman looking at a tablet
Brandon Smith | Jan 20, 2022

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.
Brandon Smith | Jan 13, 2022

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
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Phone, clipboard, pen and paper on a desk.
Brandon Smith | Jan 6, 2022

Avoiding the Biggest Life Insurance Mistakes

Insurance

For anyone who has purchased life insurance, most would agree that it is one of the most critical financial moves they could make.  Yet, many people fail to

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Row of classic cars.
Brandon Smith | Dec 30, 2021

Buying vs. Leasing: Tips for Stretching your Car Budget as Far as it can Go

Education
Finance
FINRA Reviewed
Investments
For some a car is simply a means of getting from point A to point B; for others it’s a status symbol. Cars are a hobby, a passion, for some and necessity for
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Brandon Smith | Dec 23, 2021

Financial Resolutions: 7 Tips to Keep You Accountable

Finance
Savings
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.
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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Brandon Smith | Dec 16, 2021

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Patient walking with a walker.
Brandon Smith | Dec 9, 2021

What to Look for in a Disability Insurance Policy

Insurance
Disability
Unquestionably, disability insurance is more complicated than other forms of insurance. There are a lot of moving parts to understand in order to create the
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Charts and graphs on paper.
Brandon Smith | Dec 2, 2021

Understanding Annuity Costs

Insurance
Annuity
There have been enough written and said about annuities to know that they do include certain costs that you wouldn’t ordinarily encounter with other types of
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10108 Krause Road, suite 201
Chesterfield, VA 23832

Contact

804-768-0541
Info@milestonefs.net

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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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