Milestones Financial Planning
Phone:
- 701-503-4802 (Voice and Text)
Fax:
- 612-405-6741
Newsletters
-
Cash Balance Plans Help Some Business Owners Supersize Retirement Savings
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
-
Goodbye Passwords, Hello Passkeys
As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.
-
Closed-End Funds May Offer Higher Income
Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
-
HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act
This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.
Calculators
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.