Milestone Financial Planning, LLC

Wondering if a CPA is necessary for your taxes? Find out how a Certified Public Accountant, an Enrolled Agent, and a tax attorney differ to choose the right professional for your situation. https://lnkd.in/eYWpiFeJ

A financial windfall can be life-changing—but creating a plan for the influx of money is just as important. Whether it’s from an inheritance, stock options, property sale, or lottery win, here are 10 ideas to help you make the most of your money.

Losing a job is tough, but taking the right financial steps can help you stay in control. From reviewing severance to managing expenses, here’s what to do next.?

Building wealth is one thing—preserving it is another. Estate planning, disability insurance, and umbrella coverage help protect your assets from unexpected risks. Learn what each strategy involves and how they can help safeguard your wealth.

As a middle tax bracket earner, choosing between Roth and Traditional retirement contributions can significantly impact your tax savings. Learn how to decide which option works best for you and your financial goals.

Keeping your portfolio balanced is key to managing risk and staying on track with your financial goals. But how often should you rebalance? Learn why rebalancing matters, and when it’s time to take action.

If you’ve been granted Incentive Stock Options (ISOs), you could be sitting on a valuable opportunity with great tax perks—but only if managed correctly. Many employees leave money on the table by not fully understanding the nuances of holding periods, exercising options, and tax strategies. Our latest blog dives into how ISOs work, the tax advantages they offer, and ways to manage challenges like the Alternative Minimum Tax (AMT). Read the full blog to learn more.

The SSA has updated the login process for Social Security accounts. Transitioning to Login.gov or ID.me ensures enhanced security and ease of access. Find out how this change affects you in our latest blog! #SSA #SocialSecurity?

Is working with a financial advisor worth it? Our latest blog explores the real value they provide, such as optimizing taxes, growing savings, and developing personalized investment strategies. Learn how they can help you achieve your goals #FinancialPlanning #RetirementStrategies #TaxPlanning

The new year brings key changes to your taxes and financial planning. From updated tax brackets to retirement contribution increases, find out what’s changing in 2025 and how it impacts you. Our latest blog covers all the updates you need to know to plan ahead. #TaxPlanning #FinancialInsights https://lnkd.in/eafgfbhH