Financial Planning – Page 2

This is Tax Planning (Ep. 5)

By Ideas by Mike™ | August 1, 2024

Did you know that over 56% of Americans now feel they pay more than their fair share in taxes?

This frustration is only growing.

So, let’s dive into how you can approach tax planning to keep more of your hard-earned money!

Join Mike Milligan, CFP®, as he unpacks the history of taxes in the United States, the impact of tax planning on your financial future, and practical steps to take control of your tax liabilities. Follow along to hear about the partnership Ideas by Mike™ has to help you navigate your tax situation and how their holistic approach could help you reach your retirement goals.

Mike discusses:

The historical context of tax rates in the United States and their current implications
How tax planning is the foundation of all real financial planning
The top 3 frustrations surrounding tax obligations
How their partnership with Holistiplan provides clients with comprehensive, personalized tax planning strategies
And more!

Resources:

“7 Facts About Americans and Taxes”

Connect with Mike Milligan, CFP®:

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This is Our Team (Ep. 2)

By Ideas by Mike™ | June 20, 2024

Have you ever wondered what makes a financial planning firm truly dynamic and impactful?

In this week’s episode, Mike Milligan, CFP® dives into the heart of Ideas by Mike™ by showcasing his valued team.

Tune in and get the inside scoop with unique insights into the firm’s mission, values, and the innovative approach they bring to the financial planning industry.

Whether it’s about making an impact on the community or creating personalized financial strategies, this conversation unveils the essence of what makes Ideas by Mike™ stand out.

Mike and his team discuss:

How Mike began his career in financial planning
Reasons Mike built the diverse and dynamic team behind Ideas by Mike™
The pivotal role of inclusivity and representation of women and younger generations in financial planning
The mission of Ideas by Mike™ and some of the charitable efforts they have made
And more!