Looking for a flexible way to save and invest for college? Consider a 529 education savings plan that your friends and family can contribute to and start saving early.
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5 Things to Know About 529s | Morgan Stanley
Can you spot a phone scam? Learn how to help guard yourself and your loved ones against phone fraud.
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Phone Fraud: How To Protect Yourself | Morgan Stanley
Are you worried about the election? A look at historical market implications of presidential elections shows that many investor fears are misplaced. I can help you prepare your portfolio for either outcome. Contact me to get access to the 2-part report “U.S. Policy Pulse: A History of General Election Performance” to learn more.
Are you considering giving to charity during the holidays? A donor advised fund allows you to donate in an easy, tax-advantaged way without feeling rushed into a decision about which charities to support before year-end.
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Donor Advised Funds: Giving to Charity | Morgan Stanley
From all of us here at The Milestone Financial Group, Merry Christmas to you and yours!
As we add more and more smart devices to our daily lives, we face a tradeoff between privacy and convenience. What’s the right balance for you?
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Should You Be Worried About Your “Smart” Devices?
For children, stressors like isolation, financial changes and food insecurity rank higher than COVID-19 itself. That’s just one finding from new research, sponsored by Morgan Stanley, from our partners at the Child Mind Institute. Learn more:
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Coronavirus and Mental Health: A Study | Morgan Stanley
Getting where you want to go often means having room to adjust and shift financial priorities. Learn how our Goals Planning System can help.
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Planning Today to Help You Thrive Tomorrow | Morgan Stanley
A sound wealth plan requires more than just seeking returns. It also involves mitigating and managing risks. Find out how we can help protect you against the unexpected.
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How Affluent Families Can Plan for Hidden Risks | Morgan Stanley
Please join us in congratulating our very own John Vita, named to the Forbes 2021 ranking of Best-In-State Wealth Advisors for Florida! You represent the best our industry has to offer, and we are proud to celebrate this accomplishment with you!
