Chris Milton, CFP®
Email: cmilton@miltonwealthadvisors.com
Josh Byer
Email: jbyer@miltonwealthadvisors.com
Matt Potter, CFP®
Email: mpotter@miltonwealthadvisors.com
 
Toll Free: 888-693-0007

 

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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HOT TOPIC: What You Don't Know About Life Insurance

The common perception is that life insurance is primarily needed to help protect young families in the event that a major wage earner dies before the children are grown. The reality is that far more people either need or could benefit from owning the appropriate life insurance policy.

A Look at the Second-Half Outlook

Here we are halfway through the year and there's still no clear verdict on whether investors were justified in their optimism. But there are a number of developments on the horizon that could be important to investors.

Stocking Up on Cash: Scared or Prepared?

Having enough cash to make it through an illness, injury, job loss, or other financial emergency can help you avoid taking on debt or tapping your retirement assets.

The Measure of a Life

One way to help mitigate the financial blow of the loss of a head of household is through life insurance.

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