Navigating Your Financial Journey
Accumulating wealth throughout your life takes persistence and focus. It's a journey, and reaching your destination can mean a better life and security for you and your loved ones. To set and steer a course, you may need help from a guide you can trust. Milestone Advisory Group assists clients in navigating their financial journey by being a guide you can trust to help you reach your personal and financial destination.Why Milestone?
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator demonstrates the power of compound interest.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your capital gains tax.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Have you found yourself suddenly single? Here are 3 steps to take right now.
A special needs trust helps care for a special needs child when you’re gone.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
The market is as unpredictable as the weather. We’d love to help you prepare.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Agent Jane Bond is on the case, cracking the code on bonds.