Bud Milligan, Milligan Wealth Management

Bud Milligan, Milligan Wealth Management I help my clients manage their personal financial lives through investment and financial planning.

Bud Milligan is a financial advisor with and securities and advisory services offered through LPL Financial, Member FINRA/SIPC

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents

of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a dis...
06/10/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works ...
06/08/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Compare different mortgage term lengths side by side to find the option that fits your budget.

🎥 New video just dropped on Your Financial Bud!Are you shopping an annuity — or already own one — but aren't sure what y...
06/08/2026

🎥 New video just dropped on Your Financial Bud!

Are you shopping an annuity — or already own one — but aren't sure what you're actually paying?

In my latest video, I break down 10 hidden costs inside annuities — from surrender charges and M&E fees, to caps and participation rates that don't even show up as a line-item fee. More importantly, I explain what each cost is actually buying you, because in the right situation, an annuity can still be a very smart planning tool.

I also share the checklist I use with clients before they buy any annuity — feel free to steal it. 😊

Whether you're a 401(k) participant exploring retirement income options or a professional evaluating your financial plan, this one's for you.

👇 Watch it here:

In the next few minutes I’m going to do three things: (1) show you ...

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
06/05/2026

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Is your estate in order? This short quiz may help you assess your overall strategy.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

Do you know the difference between a credit lock and a credit freeze?
06/03/2026

Do you know the difference between a credit lock and a credit freeze?

Learn the ins and outs of credit locks, freezes, and more.

06/01/2026

There are four basic steps to calculating the value of an estate.

For those who don't know, my mother passed away last Thanksgiving, and I had to pause my videos so I could focus more on...
06/01/2026

For those who don't know, my mother passed away last Thanksgiving, and I had to pause my videos so I could focus more on my family. This is the first of a series of videos on annuities to kick off the month of June, National Annuity Awareness Month.

Annuities are not a good fit for everyone. However, if they are a good fit for you, then you need to understand how they work. This month, I will cover the basics of annuities, the hidden costs, and how to compare them when shopping. This video covers the basics of annuities. I hope you enjoy and share it with others.

Hi, I’m Bud Milligan, CERTIFIED FINANCIAL PLANNER™ and wealth mana...

Valuation is important for business succession, estate taxes and even qualifying for a loan.
05/29/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

Ever wonder about those free credit scores you get once a year?
05/27/2026

Ever wonder about those free credit scores you get once a year?

What’s the deal with your yearly free credit report?

Address

3725 Highway 196 S
Collierville, TN
38017

Telephone

+12016001680

Website

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