2021 Is No Normal Tax Year – Some Changes That May Impact You When Filing Your Return2023-05-30T16:20:35-04:00By The Milestone Team|Categories: Taxes|Read More
Interest Rates Going Up? Should You Be Worried?2023-05-30T16:20:44-04:00By The Milestone Team|Categories: Cash Management|Read More
Should You Increase Your Home Insurance? — Why the Recent Housing Market Warrants a Review2023-05-30T16:20:51-04:00By The Milestone Team|Categories: Insurance|Read More
Getting Ahold of Your Finances – Creating a Spending Plan for the New Year2023-05-30T16:21:23-04:00By The Milestone Team|Categories: Cash Management|Read More
Doubling Up on Retirement Plan Contributions with 403(b) & 457(b) Plans2023-05-30T13:56:06-04:00By Jonathan C. Harrington, CFP®, MSFP, MST|Categories: Retirement, Working Professionals|Read More
Milestone Financial Planning acquires Mosaic Financial Advisors2023-05-30T13:56:17-04:00By The Milestone Team|Categories: Uncategorized|Read More
Time to Reflect on the Upcoming Year – Our Top 5 Financial New Year’s Resolutions2023-05-30T16:21:33-04:00By The Milestone Team|Categories: Cash Management, Estate Planning, Insurance, Retirement|Read More
Social Security Scams2023-05-30T13:56:25-04:00By Jonathan C. Harrington, CFP®, MSFP, MST|Categories: Social Security|Read More
Fitch Credit Downgrade – What Does This Mean?2024-01-05T14:52:36-05:00By Jonathan C. Harrington, CFP®, MSFP, MST|Categories: Credit|Read More
Investing Beyond Index Funds: Understanding How the Value, Size, and Profitability Factors can Impact Portfolios2024-04-18T12:58:42-04:00By Kyle Labelle, CFP®|Categories: Investments|Read More
Health Savings Accounts2024-04-04T16:27:05-04:00By Jonathan C. Harrington, CFP®, MSFP, MST|Categories: Health, Retirement, Taxes|Read More
Electric Vehicles Tax Credit2023-06-30T14:20:22-04:00By Jennifer L. Climo, CPA, CFP®, MSFP|Categories: Taxes|Read More
More Tax-Free Income in Retirement!2023-06-19T11:53:34-04:00By Jonathan C. Harrington, CFP®, MSFP, MST|Categories: Insurance, Medicare, Retirement, Social Security|Read More
Unlocking the Secrets of Long-Term Care Funding: Top Strategies for a Worry-Free Retirement2023-06-19T11:52:05-04:00By Jennifer L. Climo, CPA, CFP®, MSFP|Categories: Insurance, Medicare, Retirement, Social Security|Read More