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This article is for people who are sick and tired of not having control over their finances.   We have worked with individuals and small (micro) businesses for over 26 years. Over these years, we have learned a lot from our clients, some of which defies commonly held beliefs.   Almost everyone has made poor

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Even if you are happy with your Medicare coverage, you should re-evaluate your options every year during the open enrollment period (Oct 15 to Dec 7).  The reason is that there may be a better option, or your current plan may be changing next year.   Your prescription drug plan (Part D) can change completely,

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Milestone Financial Planning, LLC’s Fall Newsletter is now available on our website. The articles include “10 Common Questions on Social Security Benefits”; “Five Steps When You Inherit Assets”; “Remember the Lesson of Rebalancing”; and “How to Save for Retirement at Every Age”.

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