Milestones Planning

09/04/2026

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

09/04/2026

Help us wish a very happy birthday to Jackie! 🥳💙

If you know Jackie, you know just how much she does behind the scenes at Milestones. She keeps us organized, keeps us laughing, and somehow always knows what needs to happen before the rest of us do. 😂

Jackie brings so much warmth, care, and personality to our office, and we’re incredibly lucky to have her as part of this team.

We hope you feel extra celebrated today, Jackie! Happy birthday from all of us at Milestones! 🎂✨

09/03/2026

Brigsley came into the office ready to put in a full day’s work… until he remembered football season is basically here. 🏈😂

Safe to say productivity took a little dip after that…

Happy Friday Eve from Milestones’ newest (and easily most distracted) team member. 😉

09/03/2026

Protecting your future is easy. Rethink life insurance today. Contact me to find out more.

09/02/2026

Small contributions can add up to something big. See how compound interest works over time and what it could mean for your financial future.

Explore how compound interest can grow your money over time with this interactive tool.

08/31/2026

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.

Information vs. instinct. Are your choices based on evidence of emotion?

08/28/2026

Working 9 to 5… (8:00-4:30😉) but the notes are pretty simple. ✍🏼📈

You deserve an advisor who cares about more than just the numbers, someone who takes the time to understand you, your goals, and the life you’re building.

Mikal said it best! 📢 Call us, schedule your appointment today; and we’ll take care of you.

Building wealth. Investing in you.

📞 319-235-7613

08/28/2026

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over the same time horizon.

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

08/27/2026

🔑 Unlock the power to shape your legacy! 🔑 As August is What Will Be Your Legacy Month, let's remember that we have the ability to shape our own legacies. The choices we make, the actions we take—they all contribute to the story we leave behind. Dream big, pursue your passions, and live a life that inspires others to do the same. 💫

08/26/2026

Terrible or wonderful; Could a variable annuity be right for you?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.