319-235-7613
Client Login
Milestones Home
Milestones Home
  • Home
  • About
  • FAQ
  • Resource Center 
    • Retirement
    • Estate
    • Investment
    • Tax
    • Money
    • Lifestyle
  • Tools 
    • Glossary
    • Tax Resources
  • Account Access
  • Contact
Client Login

Latest Articles

Retirement

  • How Women Can Prepare For Retirement
  • FIRE Retirement
  • Women on the Rise
  • Saving Early & Letting Time Work For You
  • Healthcare Costs That Catch Retirees Off Guard
  • Helpful Retirement Strategies for Women
  • Introducing the 530A Accounts
  • 9 Facts About Retirement

Investment

  • Understanding Equity Compensation
  • How Stocks Work
  • Pullbacks, Corrections, and Bear Markets
  • The Pros and Cons of an NUA Strategy
  • Required Reading: The Economic Report of the President
  • Alternative Investments - Going Mainstream

Estate

  • 3 Estate Challenges for Blended Families
  • Trends in Charitable Giving
  • Four Steps to Valuing an Estate
  • Intellectual Property and Your Estate
  • Estate Strategies of the Rich and Famous
  • How Often Should You Update Your Estate Strategy?
  • Estate Management Checklist
  • A Brief History of Estate Taxes
  • Steps to Protecting a Child with Disabilities

Tax

  • 2026 Tax Law Changes
  • Five Most Overlooked Tax Deductions
  • What's My 2026 Tax Bracket?
  • Tax & Estate Strategies for Married LGBTQ+ Couples

Money

  • Saving Early & Letting Time Work for You
  • Exploring the Federal Student Grant Program
  • U.S. Personal Savings Rate
  • Making a Charitable Contribution
  • How Big is Money?
  • Making Sense of HSAs and FSAs
  • What Can You Buy With 529 Distributions?

Lifestyle

  • Retiring Wild: National Parks and You
  • Financial Aid for Students 101
  • Pickleball in Retirement
  • A Path to Serenity and Smart Money Choices
 

Contact

Office: 319-235-7613

Toll-Free: 800-264-0785

Fax: 319-235-1015

978 Home Plaza

Suite 400

Waterloo, IA 50701

contact@milestones-planning.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Tax
  • Money
  • Lifestyle
  • Latest Articles
  • All Videos
  • All Calculators

Osaic Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.  

This communication is strictly intended for individuals residing in the states of AR, AZ, CA, FL, GA, IA, IL, KS, MA, MN, MO, NY, OH, OR, PA, SC, TX, WI.  No offers may be made or accepted from any resident outside the specific state(s) referenced.