The Milestones Financial Blog
Free articles for people approaching or in retirement.
What is Milestones Financial: In Terms You Care About
What is Milestones Financial : In Terms You Care AboutWhen discussing my hourly financial planning firm, Milestones Financial, I try to avoid the common mistake of solely focusing on what we are most comfortable with rather than focusing on what you care about. If we...
Are We a Fit? Introductory Conversation: Why It Is Important and What You Can Expect
Are We a Fit? Introductory Conversation: Why It Is Important and What You Can ExpectThe “Are We a Fit? Introductory Conversation” is the first step to help you make an informed decision about my financial planning firm, Milestones Financial. Our objective during this...
Understanding Retirement Threats: Addiction, Pain, and Financial Security | Milestones Financial’s Newsletter
How Addiction Can Impact Retirement Security: Understanding the Unseen Threats “I’ll tell you what my father told me at your age, ‘It’s hell getting old.’ And, he wasn’t lying.” That bit of insight has been shared with me by one of my dear uncles over the past few...