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Milestone Minutes: News & Insights

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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Old men playing chess.
Brandon Smith | Nov 25, 2021

The Best Place to Buy Life Insurance

Education
Insurance
There are literally hundreds of life insurance providers that offer thousands of life insurance products through a myriad of distribution channels.
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Wing of plane in sky.
Brandon Smith | Nov 18, 2021

Helpful Life Insurance Advice You Can Use

Education
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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Brandon Smith | Nov 11, 2021

Social Security Facts for 2022

Retirement
Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement plans.
Read More
A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.
Brandon Smith | Nov 4, 2021

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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A pair of reading glasses sitting on an open textbook. The book has content on taxes.
Brandon Smith | Oct 28, 2021

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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Man and pregnant wife sitting on bench.
Brandon Smith | Oct 21, 2021

Life Unexpected: Are You Prepared?

Insurance
Family
Health
Life happens, and, when it does, it sometimes has a tendency to get in the way of the things we are trying do for ourselves and our families.
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An exit sign in a modern office building
Brandon Smith | Oct 14, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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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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