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Milestone Financial Planning is Officially a B-Corp!

Milestone Financial Planning is excited to announce that after months of hard work, we can finally call ourselves a B-Corp. For those who aren't familiar of B-Corporations, they are for-profit companies that seek to be a force for good by helping to build a more inclusive and sustainable economy. Milestone is the first B-Corporation investment advisor in New Hampshire and joins the ranks of other well-known B-Corporations

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In Your Best Interest – Some of the Time, Most of the Time, or All of the Time?

Who does your advisor work for - you or their company? This question used to be muddled by brokers offering to be your ‘trusted advisor’, when in fact they were paid on commission by their company for selling you financial products (insurance, annuities, mutual funds). Well, the landscape just got even more muddled with new rulings by the Securities and Exchange Commission (SEC) and the Certified Financial Planner Board of Standards, Inc.

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What's The Value of a Financial Advisor Anyway?

In today's digital age, almost anything you could ever want to know can be found online. Have a leaky faucet? Watch a YouTube video on how to fix it. Want to find high-interest fee-free savings accounts? Just Google it. Have the urge to learn how to code? Enroll in a free course online. With the wealth of information found on the internet this begs the question, do I really need a financial advisor?

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What Does it Mean to be Fee-Only?

The term “fee-only” means that we are paid directly by our clients on a transparent and pre-defined payment arrangement. This type of arrangement reduces conflicts of interest because advice is not driven by commission potential.

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