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4900 N Scottsdale Rd
Suite 4000 Scottsdale, AZ 85251
  • Phone:
    480-282-4822
  • Fax:
    480-638-2200
  • E-mail address: info@milestonefinancial.com
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  • 40% of U.S. workers have saved less than $25,000 for retirement.* -- *2019 Retirement Confidence Survey, EBRI
  • Only 42% of Americans know how much money to save for retirement.* -- *2019 Retirement Confidence Survey EBRI
  • 43% of retirees left the workforce earlier than planned.* -- *2019 Retirement Confidence Survey EBRI


Newsletters

  • Could an HSA Strengthen Your Retirement Strategy?

    After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

  • Life Insurance Might Help During Turbulent Economic Times

    During periods of economic uncertainty and stock market volatility, life insurance may be a useful tool to consider.

  • Goodbye Passwords, Hello Passkeys

    As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

  • Locked Out? How to Break Into Today’s Housing Market

    Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.

More Newsletters »

Calculators

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

More Calculators »

Contact Us

4900 N Scottsdale Rd
Suite 4000 Scottsdale, AZ 85251
  • Phone:
    480-282-4822
  • Fax:
    480-638-2200
  • E-mail address: info@milestonefinancial.com
  • LinkedIn Icon

Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. 4900 N Scottsdale Rd, Suite 4000, Scottsdale, AZ 85251. 480-638-2100. Milestone Financial, LLC and The PLANit Group, LLC are not subsidiaries or affiliates of MML Investors Services, LLC or its affiliated companies. CRN202808-9111975

 

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