Executive Director, Wealth Advisor, Portfolio Management Director at Morgan Stanley
For anyone preparing for international travel, spending some time preparing your finances before you board a plane could reduce stress once you’ve landed. Consider these tips when planning for foreign travel and perhaps save yourself time, money, and headaches. These tips came in handy on my recent trip to Portugal and making it to the western most part of Europe. https://mgstn.ly/3OpeNUv
Executive Director, Wealth Advisor, Portfolio Management Director at Morgan Stanley
Happy National Dog Day! For many people such as myself, pets are more than just animals: They're part of the family. The increasing importance of pets in their owners' lives is expected to drive steady growth in the pet sector for years to come, according to Morgan Stanley Research. Learn more about the growing pet sector and enjoy the photo of Sugar! https://lnkd.in/ezYbZgwd
Executive Director, Wealth Advisor, Portfolio Management Director at Morgan Stanley
At least once a year, it's a good idea to see if the amount you're saving and investing is on pace to equal the money you'll need in retirement. Let's discuss how I can help. Learn more.
Executive Director, Wealth Advisor, Portfolio Management Director at Morgan Stanley
It's already halfway through 2024! Time flies when you're busy working towards your financial future. This is a great time to check in on your financial goals and make sure you're still on track. The Milestone Planning Group can help you review your progress and make any necessary adjustments. Let's make sure you're on the right path to reach your financial milestones.
Executive Director, Wealth Advisor, Portfolio Management Director at Morgan Stanley
Exciting news from the Milestone Planning Group! One of our founding members Michael Oxman recently earned the Insurance Planning Director designation. Our group is constantly looking for ways to provide knowledge for our clients to help them reach their financial goals. Please reach out for any insurance questions and check out our website to learn more. https://lnkd.in/e7FRFfD7
Executive Director, Wealth Advisor, Portfolio Management Director at Morgan Stanley
Happy Pride Month! I celebrate and support the LGBTQ+ community during pride month and every day. Pride is about more than just colorful parades it is about living authentically and embracing who you truly are. It is also a time to focus on achieving your financial goals. The Milestone Planning Group is lucky to have an advisor with the Accredited Domestic Partnership Advisor® designation. We can help you in every step of your financial journey. Let's work together to create a personalized plan that correlates with your goals.
Executive Director, Wealth Advisor, Portfolio Management Director at Morgan Stanley
You have spent years working and planning so that you have sufficient income for a comfortable retirement, but have you considered if you or your spouse needed long term care? Read more from this helpful document and please reach out if you would like to discuss. https://lnkd.in/eiVPFXzQ
Executive Director, Wealth Advisor, Portfolio Management Director at Morgan Stanley
As inflation moderates toward central bank targets, investors can feel optimistic that interest rates will start to come down and that a stable global recovery will take hold in 2024.
Executive Director, Wealth Advisor, Portfolio Management Director at Morgan Stanley
Need inspiration for your next family vacation? Ditch the passports and long immigration lines and look in your own "backyard". The U.S. offers destinations that fit every budget, activity-level and personal preference.