Milestones Financial Planning
3925 4th ST E
West Fargo,
ND
58078
Phone:
- 701-503-4802 (Voice and Text)
Fax:
- 612-405-6741
Newsletters
-
Medicare or Medicaid?
It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
-
Life Insurance for Two
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
-
HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026
This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.
Calculators
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.