Milestone Financial Services, LLC

08/16/2026

Let’s talk about this! Most advisors avoid it because it requires more work on their part & requires a true financial plan. We embrace it!

Between retirement and the birthday the IRS circled on your calendar, there sits a narrow window that lets you quietly drain the account the government was planning to raid on its own schedule. Most retirees never touch it.

08/04/2026

Let’s see how this plays out

Live: SpaceX revenue jumps 92% in first earnings report since IPO: Live updates

Follow SpaceX’s Q2 2026 earnings live, with updates on revenue, Starlink, AI spending, Starship, guidance and SPCX stock.

07/23/2026

Precisely why you need a financial plan that includes income planning & staging! One that addresses healthcare costs as well as taxes & legacy planning. Hire the right financial advisor!

Fidelity says 2026 retirees may spend $185,500 on healthcare

A 65-year-old who retires in 2026 may spend an average of $185,500 on health and medical expenses in retirement, according to Fidelity Investments.

07/10/2026

A short update on the chip sector and the recent selling/pullback.

Analyzing the recent sell-off in tech and semiconductor stocks. See why we view the current pullback as a potential buying opportunity within the ongoing bull market.

06/26/2026

Very timely piece on IPO's

Navigating the AI IPO Wave

06/12/2026

Let’s Go, time to blast off with Space x
Insider holdings is sometimes a way to look at the possible upside that a company may have.
Elon is going to retain about 40% of the equity. So he thinks it’s going higher!

Live: SpaceX IPO live: Maye Musk arrives at Nasdaq, protesters set up in Times Square https://www.cnbc.com/2026/06/12/spacex-ipo-spcx-live-updates.html?__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard

06/02/2026

Timely update from Howard Capital

Market trends update: Is the tech rally overextended? Analysis of Rocket Lab (RKLB), IBKR, and the latest inflation data impacting 2026 investment strategies.

05/29/2026

Will the summer trend repeat?

A Summer Stock Melt Up?

05/22/2026

Brandon spent the last two days attending an Advanced Markets summit in Jupiter, FL.
Learning about the most current strategies, techniques & plans regarding Estate Planning, Business Continuity & Succession planning, as well as the most current strategies being used to maximize wealth transfer & reduce risks/taxes, will position Milestone Financial Services as a vital Partner for all your financial planning. Thank you Legends Financial Marketing for being a trusted partner.

05/22/2026

Advanced Markets Summit in Jupiter, FL