Milestones Financial Planning
Phone:
- 701-503-4802 (Voice and Text)
Fax:
- 612-405-6741
Newsletters
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Midyear Checkup: Can You Contribute More to Your Retirement Plan?
With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.
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Ghost Tapping Scams Are on the Rise: What You Need to Know
While ghost tapping sounds like something out of a scary movie, it’s a scam that can have very real consequences.
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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.
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Foreign Stocks Outperformed in 2025
Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.
Calculators
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?