Broker Check
 
Assistance with the Milestones of Life Assistance with the Milestones of Life Assistance with the Milestones of Life Assistance with the Milestones of Life

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?
 

Taxes

 
 

Manage my 401(k)

 
 

Investments

 
 

Retirement

 
 

Estate

 
 

Insurance

 
 

College Planning

 
 

Business Planning

 

Helpful Content

Do Your Kids Know The Value of a Silver Spoon?

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Required Reading: The Economic Report of the President

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Social Media: #NewestBusinessLiabilityRisk

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

 

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

View all articles arrow

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

View all calculators arrow

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

Emerging Market Opportunities

What are your options for investing in emerging markets?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

View all videos arrow