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Milestone Minutes: News & Insights

Two people having a picnic by a lake
Brandon Smith | Mar 24, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Brandon Smith | Mar 17, 2022

Thinking of Filing for a Tax Extension? Here's What You Should Know

Tax Planning
If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
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Child with apple.
Brandon Smith | Mar 10, 2022

Insuring for the Underinsured and Uninsured

Insurance
It seems remarkable that more than one in seven drivers in the United States is uninsured. But with the slumping economy, that number is expected to increase
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Hands holding a small wrapped present
Brandon Smith | Mar 3, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Brandon Smith | Feb 24, 2022

Understanding Tax Scams

Tax Planning
Tax scams are likely to increase over the next few months. Here’s how to spot one.
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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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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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