Category: Retirement Planning

Elevate Your Finances in 2025 with One-of-a-Kind Strategies (Ep.16)

Elevate Your Finances in 2025 with One-of-a-Kind Strategies (Ep.16)

Are you ready to transform your financial approach and make 2025 the year you finally achieve your one-of-a-kind life goals?

Engage with captivating insights into tax planning, retirement income, and the paramount importance of having a genuinely personalized financial plan. Plus, look out for an engaging revelation of how 2025 can be your groundbreaking year.

Mike Milligan looks forward to helping you seize 2025 with fresh financial resolutions and personalized planning!

Key conversations include:

  • Implementing a “one-of-a-kind” financial plan that aligns with your personal goals and priorities from the outset of 2025
  • Learning from professionals about the importance of future tax scenario preparedness
  • Exploring innovative retirement income strategies to ensure financial security.
  • Embracing the art of human connection as a vital part of maintaining mental and financial well-being throughout the year
  • And more!

Connect with Mike Milligan, CFP®: