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By Donald Albach We at Millstone Financial Group have many reasons to be grateful for this Thanksgiving season. While we often focus on the importance of financial security and planning for the future, Thanksgiving reminds us to appreciate the non-material...
By Donald Albach Retirement signifies an exciting and thrilling milestone in your life. However, this transition can also bring a range of financial planning challenges—especially during the initial decade. The early phase of retirement sets the foundation for sustaining your...
By Donald Albach As you approach retirement, a host of new decisions must be made, and some of the most confusing can be around Medicare. Determining when and how to enroll in Medicare can be a challenging task, even for...
By Donald Albach Making mistakes is an inevitable part of our human experience, and those mistakes often serve as valuable learning opportunities. But when it comes to retirement planning, there’s no room for trial and error. The financial transition into...
By Donald Albach Remember the last time you listened to a new song or watched a really good movie and just had to tell someone about it? It’s because when we experience something incredible, we want to share it with...
Everyone wants to leave a lasting legacy for future generations, but how do you shield the wealth you transfer so it can be enjoyed by your heirs? Estate planning and gifting can come with challenges, but with appropriate guidance and...
Working towards retirement, you may have a detailed plan on how to manage your finances so that you have enough saved by the time you leave the workforce. With no external income coming in, there will be a new rulebook...
You’ve probably had a daily routine for most of your life – from tying your tie and greeting your coworkers to loosening that tie when you get home. When thinking about retirement, not only does your daily routine change but...
During your saving years, your main goal is to accumulate wealth so that you have the resources to achieve a comfortable retirement. But that is just half the battle. How you use your savings to cover your living costs is...
For decades, the name of the personal finances game has been an asset or equity growth. High-growth tech stocks grew to dominate the market, some of which have grown to be among the largest companies in the world. And if...
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