Milestones Financial Planning
3925 4th ST E
West Fargo,
ND
58078
Phone:
- 701-503-4802 (Voice and Text)
Fax:
- 612-405-6741
Newsletters
-
Locked Out? How to Break Into Today’s Housing Market
Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.
-
What Can You Learn from Your Tax Return?
Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
-
A Roadmap for Your Family
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
Calculators
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.