Milestones Planning

06/01/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

05/29/2026

Ever wondered what ETFs are (and no, we're not talking about electronic transfers)? Check out this simple guide that breaks down everything you need to know about this popular investment option!

Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.

05/27/2026

We’re incredibly proud to share that our founder & vice president, Pat, was recently featured by the Community Foundation of Northeast Iowa as part of their “Stories of Impact” series. ✨

Pat’s passion for serving others and investing back into the communities around us has always been at the heart of Milestones. This recognition is a reflection of the care, leadership, and dedication she brings to both our clients and our community every single day.💙

Be sure to check out the full feature below!⬇

https://www.cfneia.org/community-impact/stories-of-impact/built-on-trust/

05/27/2026

Preparation can sometimes be all you need to make the impossible, possible.

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

05/26/2026

Whether your business stays in the family or is sold – it’s important to have a properly structured and well-funded continuation plan in place. I want to help you feel confident in your succession plan. Message me with your business planning questions.

05/26/2026

The best plans don’t just prepare you for retirement — they prepare you for life’s biggest milestones. ✨

From growing your family, to changing careers, to finally taking the trip you’ve always talked about, financial planning is about creating a future you feel confident stepping into.

Here at Milestones, we’re here to help you build wealth while investing in what matters most...you.

05/26/2026

Today we remember and honor the brave men and women who made the ultimate sacrifice for our country.

In observance of Memorial Day, our office will be closed. Wishing everyone a safe and meaningful day.

05/25/2026

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could reduce what you pay over time.

Compare your current student loan terms to a potential refinance to see if it makes sense.

05/24/2026

Friendly reminder that our office will be closed tomorrow on Monday, May 25th for Memorial Day!
Wishing everyone a safe weekend as we remember and honor those who served our country. 💙

05/22/2026

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day might really cost.

Estimate total wedding costs and see how different choices affect your overall budget.