Milestones Financial Planning
3985 4th ST E
West Fargo,
ND
58078
Phone:
- 701-503-4802 (Voice and Text)
Fax:
- 612-405-6741
Newsletters
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Variable Annuities: Strategies to Help Counter Retirement Risks
Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
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New and Improved Tax Treatment for Qualified Small Business Stock
The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.
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Moving to Another State? Consider These Tax Moves
Moving to a new state may have tax consequences that can follow you long after you settle in.
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The College Landscape in 2026
The world of higher education is constantly evolving. Here are some key updates for 2026.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Credit Card Debt
How Long Will It Take to Pay my Balance?