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By Donald Albach and Michael Russo Millstone Financial Group is proud to introduce Luke Lino as the newest member of our team. Luke brings fresh energy and a wealth of knowledge to the firm, specializing in comprehensive retirement planning and...
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,...
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...
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...
By Donald Albach Taxes are an inescapable part of life, touching nearly every financial aspect, from the income we earn to the things we buy, and even the investments and properties we hold. We come across taxes in many forms,...
By Michael Russo Does talking about money typically make you sweat? If so, don’t worry—this won’t be one of those snooze-worthy finance discussions. As a financial advisor, I’ve witnessed the impact that being a financially savvy investor can make. Let’s...
By Donald Albach You put a lot of effort into acquiring what you have. We get that. So it makes sense that you want to leave behind a financial legacy that can endure for many years or even decades after...
By Michael Russo There’s no doubt that AI is remarkable. It’s become too easy to rely on AI for simple tasks that don’t require human discernment. But make no mistake, artificial intelligence won’t replace financial advice or the services provided...
By Donald Albach As a fee-based Registered Investment Advisor, our team at Millstone Financial Group takes pride in delivering top-notch services to our clients while creating a personalized wealth management plan for each individual and their family. Working as independent...
By Donald Albach Presidential election years act as a crucible of anticipation and uncertainty for investors, prompting a meticulous examination of historical market performance. Understanding how various asset classes, including bonds and real estate, have weathered these pivotal years provides...
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