Milestones Planning

10/30/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Estimate how much of your Social Security benefit may be subject to federal income tax.

10/30/2026

🌱 Think about how much your life has changed in the last five years.

Maybe you’ve started a new career, purchased a home, grown your family, or started thinking more seriously about retirement. As life changes, your financial priorities often change right along with it.

That’s why financial planning isn’t something you do once and forget about. Taking time to revisit your goals, evaluate your progress, and make adjustments can help keep your financial decisions aligned with what matters most to you.

The plan that made sense five years ago might not be the same plan that makes sense today.

📅 When was the last time you revisited your financial goals?

10/28/2026

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio.

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

10/26/2026

The CPI has shown low inflation since '09. Are your prices rising faster than the average?

10/24/2026

A few more moments from a celebration we won’t forget! 🥂💙

Looking back at these photos, we’re reminded just how many lives Pat has touched throughout her years with Milestones. To everyone who took the time to celebrate with us, thank you for making this occasion so special!

And to Pat, we hope retirement is everything you’ve dreamed of and MORE! You’ve certainly earned it. ✨

10/24/2026

Cheers to Pat and her next chapter! 🥂🤍

What a celebration! We couldn’t have asked for a better way to send Pat into retirement. Thank you to everyone who joined us at Bien VenU to celebrate someone who has meant so much to our Milestones team over the years!

Pat, your dedication, kindness, and the impact you’ve made will never go unnoticed. While we’ll certainly miss having you around, we couldn’t be more excited for all the adventures ahead!

Here’s to making those retirement dreams a reality! 💙

10/23/2026

TODAY IS THE DAY! 🥂💙

After years of dedication, hard work, and countless lives impacted, it’s time to celebrate PAT!

Join us TODAY as we recognize an incredible career, the relationships built along the way, and the lasting impact Pat has made on so many.

Whether you’re a longtime client, friend, colleague, or simply someone who has had the pleasure of knowing Pat, we’d love for you to stop by and help us celebrate this exciting next chapter!

📍 Bien Venu
📅 TODAY, Friday, October 23
⏰ 4:00–7:00 PM

REMINDER: the Hudson Rd. exit is closed to please plan your travel accordingly.

Let’s give Pat the send off she deserves! 🥂✨

10/23/2026

💡 Building wealth doesn’t have to start with a complicated strategy.

Sometimes, it’s about getting back to the basics...understanding your spending, developing consistent saving habits, and learning how investing fits into your long-term goals can all contribute to a stronger financial foundation.

And while everyone’s financial situation looks different, these principles can be helpful at just about any stage of life. The important part? Finding an approach that makes sense for your circumstances, priorities, and future goals.

💬 Which of these three principles are you most focused on right now?

10/22/2026

Announcement!⚠️

The Hudson Rd. exit is closed, which could affect your travel plans for the retirement party tomorrow. Please plan ahead for an alternate route if that is you & we will see you tomorrow evening at Bien Venu!

10/21/2026

Some simple, inexpensive energy-saving tips that may help you save money.