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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...
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 Michael Russo Early retirement plans involve navigating the individual complexities of retirement account rules to pursue a seamless transition into your golden years. The allure of early retirement is undeniable. It offers the opportunity to live a flexible, independent,...
By Michael Russo If you’ve been keeping up with recent news, you’ve likely noticed that high inflation and threats of a recession still dominate the headlines. And it’s not just the media painting a bleak picture. Over the past year,...
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 Choosing the right financial plan to reach a comfortable retirement can be challenging since there are a multitude of options to choose from. Since all retirement plans have their own features and benefits, it’s not always easy...
By Donald Albach When executives from the pharmaceutical industry decide to retire, there are several financial pitfalls they may encounter. These pitfalls can arise from various factors, including changes in income, investment strategies, healthcare costs, and estate planning. Here are...
As a healthcare professional, you’ve dedicated yourself to providing the best care possible for your patients. Now it’s time to turn your attention to your own long-term financial health. Planning for your retirement should be a top priority so you...
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...
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