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?
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
A collection of tips from professional travelers.
Do you have an estate strategy? You should.
Military families face unique challenges, making personal finance even more critical.
It sounds simple, but paying yourself first can really pay off.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine your potential long-term care needs and how long your current assets might last.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
How will you weather the ups and downs of the business cycle?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Learn how to harness the power of compound interest for your investments.
Do you know these three personal finance sayings?
How does your ideal retirement differ from reality, and what can we do to better align the two?
What if instead of buying that vacation home, you invested the money?