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. …
Can a legacy be more than assets? Discover how to leave a love letter to your family… This week on Ideas by Mike™, Mike Milligan, CFP®, welcomes Scott Cary, Founder of Snug, to unveil how his groundbreaking platform is transforming estate planning. From safe document storage to AI-powered updates, Snug offers a modern, affordable approach …
Can your financial strategy unlock the secret to a longer, healthier life? This week on Ideas by Mike™, Mike Milligan, CFP®, welcomes Heather Holmes, Founder and CEO of Lumiant, and Nicola Perry, VP of Sales at Lumiant, to explore the game-changing connection between health and wealth. Drawing from their expertise, Heather and Nicola unveil Halo, …
Is your portfolio working toward your dreams—or just chasing the market? This week on Ideas by Mike™, Mike Milligan, CFP®, sits down with Steve Osterink, CEO and Chief Investment Officer at Advisory Alpha, to explore the art and science of investment planning. Drawing from his vast experience managing $3.8 billion in assets, Steve shares practical …
Retirement planning goes beyond numbers—it’s about building a future that aligns with your values. This week on Ideas by Mike™, Mike Milligan, CFP®, and Jim Fisher unveils the value of developing a retirement income plan that remains adaptable and reliable. They cover the transition from growth to income strategies and how the Forecaster tool provides …
Taxes may be inevitable, but they don’t have to drain your wealth. Here’s how to turn them into a powerful tool for financial growth 💡 Mike Milligan, CFP® teams up with Ben Birkin from Holistiplan to reveal how this powerful software is transforming tax planning from a headache into a strategic advantage. It’s not just …
Imagine a financial plan that not only builds your wealth but also enriches your life. This week, Mike reflects on the values he learned from his grandmother’s sandwich shop — values that now shape his approach to financial planning. For Mike, wealth is more than money. It’s about aligning your finances with what matters most, …
Legacy planning is more than just dividing up financial assets; it’s about preserving the values, traditions, and harmony within a family. This week on Ideas by Mike™, Mike Milligan, CFP®, highlights the importance of this often-overlooked step in his unique financial planning approach. By incorporating SNUG — a powerful platform designed to streamline the organization …
Did you know that over 70% of people aged 65 and older will need some form of long-term care services in their lifetime? This week, Mike Milligan, CFP®, dives into the world of long-term care planning, highlighting the difference it can make in our lives. Follow along to explore HALO, an innovative tool designed to …
Investing is an important piece of retirement planning, but there is much more to it than just picking “the right” stocks. This week on Ideas by Mike™, Mike Milligan, CFP®, breaks down the third step in his one-of-a-kind financial planning processes, investment management. Mike explains the importance of setting specific goals and developing strategies to …