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?
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
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
It's important to understand how inflation is reported and how it can affect investments.
The true cost of raising a child may be far more than you expect.
Estimate the total cost in today's dollars of various mortgage alternatives.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
What are your options for investing in emerging markets?
When do you need a will? The answer is easy: Right Now.
When should you take your Social Security benefit?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Women must be ready to spend, on average, more years in retirement than men.
What is your plan for health care during retirement?