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Milestone Minutes: News & Insights

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.
Read More
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
Read More
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.
Read More
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?
Read More
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.
Read More
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.
Read More
Brandon Smith | Oct 7, 2021

Unwrap a Holiday Free of Financial Stress

Education
Family
The stockings have been hung, candles lit, lights strung, and carols sung when the financial stress begins to peek behind the corners of brown paper packages
Read More
Books on shelves.
Brandon Smith | Sep 30, 2021

The Higher Your Profile, the Bigger the Lawsuits

Education
Insurance
It sucks to be rich. At least that’s how one might interpret the general feelings of high net-worth individuals who respond to the ACE Private Risk Services
Read More
Woman at university graduation.
Brandon Smith | Sep 23, 2021

Meet the 529: Your Best New Collegiate Friend

Education
College
Savings
After the shock and joy immediately following the baby’s birth then all the other emotions set in as you mentally fast forward through the sudden expenses to be
Read More
SUV driving down highway.
Brandon Smith | Sep 16, 2021

Optimizing Capacity in Your Auto Insurance Policy

Education
Insurance
For many people, structuring their auto insurance policy comes down to obtaining the greatest amount of coverage at the lowest cost. Because auto insurance has
Read More
Grandmother and granddaughter knitting together
Brandon Smith | Sep 9, 2021

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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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