Milestone Advice Group

09/29/2026

Don't wait! Are you an S-Corp owner? Deadline to set up your Solo 401-K and make employee elective deferrals through payroll is December 31, 2026. Combined 2026 contribution limits (employee elective deferrals and employer contributions) are $72,000 (under age 50), $80,000 (age 50 plus), and $83,250 (ages 60-63 with enhanced catch-up). Your max contribution limit will vary with age and W-2 compensation. Now is the time to book a free call with me and discuss if the solo 401-K retirement plan is the right fit for you!

09/24/2026

Social Security isn’t automatically tax free.

If Social Security is your only source of income, you may not owe federal income tax on it.

But once you have other sources of income, things can change.

Up to 85% of your Social Security benefits may become taxable depending on your total income and filing status.

And remember, that does NOT mean you’re paying an 85% tax rate. It means up to 85% of your benefits may be included as taxable income.

Understanding this before retirement can help you avoid unexpected tax surprises.

Follow for more retirement and Social Security strategies.

09/21/2026

A worthwhile habit to build is the 90 Day Cash Flow Check. September, before the holiday spending season begins, is a great time to make sure your financial house is organized. Spend an hour on one or more of the tasks listed below. Afterwards, you will feel more in control of your money, and that's always a good thing!

If you want more of that feeling, schedule a free call with me and let's talk about building a financial plan for your future.

09/12/2026

Are your quarterly estimated tax payments on track?
Consider this your friendly reminder!

08/29/2026

⏰ Tonight's the Night!

If you've been looking for a sign to prioritize your financial confidence and connect with amazing women, this is it.

Join us tonight for: Tacos, Tequila & Talking Money featuring Judi Mohr, CFP of Milestone Advice Group!

📅 TONIGHT, August 25 | 5:30–7:30 PM
📍1012 Market Suite 101, Fort Mill (Hosted by Toni McIntrye)
🎟️ Tickets: thegirlfriendconnective.com/store/p/tacosandtequila to secure your spot!

Join us for another one of our Corks and Conversation Events with Tacos, Tequila and Talking Money . Come listen to Judi Mohr CFP from Milestone Advice Group talk about how to take control of your financial future. Date:‍ ‍August 25, 2026 Time: 5:30pm-7:30pm Location Hosted by Toni McIntyre @ 10

08/13/2026

Money conversations don’t have to be intimidating.

Join us on August 25 for: Tacos, Tequila & Talking Money. Hear from Judi Mohr, CFP of Milestone Advice Group, as she helps you better understand where you stand financially and how to map out the future you envision. Grab a friend and join us for an empowering evening.

Tacos, Tequila & Talking Money
📅 August 25 | 5:30–7:30 PM
📍1012 Market Suite 101, Fort Mill (Hosted by Toni McIntrye)
🎟️ thegirlfriendconnective.com/store/p/tacosandtequila to secure your spot!

Fun and informative activities, events and community gatherings for women ages 40 plus in Charlotte, South Charlotte, Fort Mill, Lake Wylie, Rock Hill, Waxhaw, Matthews, Indian Land, and surrounding areas.

08/03/2026

Money conversations don’t have to be intimidating. 💕

Join us for: Women, Wisdom & Wealth on August 25 and hear from Judi Mohr, CFP of Milestone Advice Group, as she helps you better understand where you stand and how to move closer to your financial goals.

Grab a friend and save the date! ✨
📍 Location coming soon

03/18/2026

I heard something recently that stopped me in my tracks…

“I think midlife is just becoming who you were at 16 again but loving her this time.”
And I haven’t been able to stop thinking about it.

Because every day I see so many smart, capable women stepping into this season of life but still feel unsure when it comes to their money.
And that uncertainty? It quietly steals confidence.

Midlife is about loving her better this time… including how you care for her financial future.
If you’re ready to stop second-guessing and start feeling clear and confident about your financial future, don’t wait.

DM me and let's schedule a chat.

03/15/2026

I am Judi Lohr Mohr, CERTIFIED FINANCIAL PLANNER® professional and owner of Milestone Advice Group. I help women and their families gain financial clarity and confidence in achieving their goals. Want to know how I may help you? Let's hop on a free call together to find out! Please use my scheduling link here: https://go.oncehub.com/JudiMohr

03/09/2026

Yesterday I asked women over 40 to share one word that describes this stage of life. The responses were incredible.

Confidence.
Freedom.
Honor.
Energy.
Strength.

There’s another word I hear often when women sit down to talk about their finances.

Security.

Not complicated strategies.
Just the quiet peace of mind that comes from knowing:

Where everything is.
How things work,
and that they will be okay.

Many women tell me:

"I just want to understand things well enough to feel confident making decisions."

And that is completely achievable.

What is one financial question you wish someone had answered for you earlier in life?