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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

  • Closed-End Funds May Offer Higher Income

    Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

  • Life Insurance for Two

    Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

  • Retroactive Social Security Benefits: A Chance to Turn Back Time

    Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

  • HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?

    This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.

More Newsletters »

Calculators

  • Net Worth

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

  • Cost of Retirement

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

  • 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.

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
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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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