CLICK HERE to get your FREE copy of “Sail To and Through Retirement with the Millstone Advisory Plan.”

Leasing vs. Buying a Vehicle: A Personal Choice More Than a Financial One 

One of the most common questions consumers face when shopping for a new vehicle is whether they should lease or buy. The truth is that there is no single correct answer because the decision ultimately comes down to personal preference, driving habits, and financial goals. Some people are passionate about cars and enjoy driving the latest model every few years. They appreciate having the newest technology, safety features, and styling updates, and for them leasing may be the ideal solution. Others view a vehicle as a tool to get from Point A to Point B. They are perfectly content driving the same car for seven, eight, or even ten years, and do not feel the need to trade it in every time a manufacturer introduces a redesigned grille or a larger touchscreen. For these drivers, purchasing a vehicle is often the better choice.

Diversification Beyond Your Business: Expanding Your Wealth

Veterans deserve the retirement they’ve been dreaming about. Our guide explores the resources available to maximize benefits and help ensure a smooth and well-supported transition into retirement.

The Great Senior Exodus: Why Hundreds of Billions in Wealth Have Left New Jersey

Over $600 billion in wealth has left New Jersey—and retirees are leading the charge. Is it time to rethink your retirement strategy? Read more here.

Millstone Financial Group Welcomes Luke Lino As Financial Advisor

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 […]

5 Key Financial Moves to Make Before Year-End

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 […]

Millstone Financial Group Welcomes Kevin Flesch As New Financial Advisor

By Donald Albach and Michael Russo Millstone Financial Group is excited to announce the addition of Kevin Flesch to our team as a financial advisor. With a robust background in retirement planning and investment management, Kevin brings a wealth of experience and dedication to our clients. Millstone Financial Group prides itself on a “people first, […]

Announcing Millstone Financial Group’s New Book: Sail To and Through Retirement With the Millstone Advisory Plan

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 and goals to ensure a secure and fulfilling retirement. More About the Book In Sail […]

Key Insights on the Spousal Lifetime Access Trust (SLAT)

By Donald Albach  Taxes are an inescapable part of life, touching nearly every financial aspect, from the income we earn to the things we buy, and even the investments and properties we hold. We come across taxes in many forms, like income tax, sales tax, and property tax. And when we travel, we’re faced with […]

Empowering Your Finances: Key Questions Women Should Ask at Every Life Stage

By Michael Russo Does talking about money typically make you sweat? If so, don’t worry—this won’t be one of those snooze-worthy finance discussions. As a financial advisor, I’ve witnessed the impact that being a financially savvy investor can make.  Let’s dive in, because there are important financial questions you should consider at every age and […]

Legacy Planning: What It Means and How It Works

By Donald Albach You put a lot of effort into acquiring what you have. We get that. So it makes sense that you want to leave behind a financial legacy that can endure for many years or even decades after you’re gone.  We believe it’s crucial to not only complete the fundamentals of estate preparation, […]