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?
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
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.
Here are six flags that may make your tax return prime for an IRS audit.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Currency has been around for a long time. Here’s a quick history lesson.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
This calculator helps estimate your federal estate tax liability.
Estimate your monthly and annual income from various IRA types.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to compare the future value of investments with different tax consequences.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
There are three things to consider before dipping into retirement savings to pay for college.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Women must be ready to spend, on average, more years in retirement than men.