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By Travis Dufner The last few years have brought significant stress for many people. With worries about a potential recession and ongoing inflation, it’s natural to question whether 2025 will offer a better outlook. While these concerns can feel daunting,...

5 Key Financial Moves to Make Before Year-End

By Kevin Flesch The adage “If you want something done right, do it yourself” holds true in specific situations. And when it comes to long-term financial planning, relying solely on family or federal programs like Medicaid and Social Security might...

Prepare for the Future: Do You Have a Long-Term Care Plan?

By Donald Albach and Michael Russo Millstone Financial Group is excited to announce the addition of Kevin Flesch to our team as a financial advisor. With a robust background in retirement planning and investment management, Kevin brings a wealth of...

Millstone Financial Group Welcomes Kevin Flesch As New Financial Advisor

We’re proud to announce the release of Sail To and Through Retirement With the Millstone Advisory Plan, a new book we’ve authored to offer a holistic approach to retirement planning. Our goal is to align financial strategies with personal dreams...

Announcing Millstone Financial Group’s New Book: Sail To and Through Retirement With the Millstone Advisory Plan