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 helping clients navigate every stage of their financial journey. Luke’s deep experience and skill spans […]
By Michael Russo Many provisions from the 2017 Tax Cuts and Jobs Act (TCJA) are scheduled to expire in 2025. Should you take action now? Unless Congress intervenes, key aspects of the TCJA will sunset on December 31, 2025. Now is the ideal time to assess your estate plan and tax strategy to preserve 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, your personal finances don’t have to mirror the recent challenges. There are numerous strategies to […]
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 leave you exposed to gaps in coverage and inadequate funds for long-term healthcare. We believe […]
