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Latest Articles

Retirement

How Retirement Spending Changes With Time
Caring for Aging Parents
Understanding Qualified Charitable Distributions
Roth IRA for Kids
How Women Can Prepare For Retirement

Investment

Understanding Equity Compensation
Pullbacks, Corrections, and Bear Markets
The Utility of Sector Investing

Insurance

Keeping Summer Safe: Pool and Spa Safety Tips

Tax

How Income Taxes Work
Understanding Marginal Income Tax Brackets
What's My 2026 Tax Bracket?

Money

Life and Death of a Twenty Dollar Bill
Countering Counterfeit Currency
Weighing the Benefits of Prepaid Debit Cards
Your Emergency Fund: How Much Is Enough?
U.S. Personal Savings Rate
The Lowdown on Those Free Credit Scores

Lifestyle

Good Health is Good Business
Debt Stress
Retiring Wild: National Parks and You
Personal Finance Tips for Military Families
Pickleball in Retirement

Contact

Office: (712) 623-5726

Toll-Free: 800-347-9511

Fax: (712) 623-4642

610 Senate Avenue

Red Oak, IA 51566

dan@milestonefinancialgroup.com

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Some content on this website has been developed with the assistance of artificial intelligence (AI) and reviewed by our team for accuracy, clarity, and relevance. This content is intended for informational purposes only; please consult a qualified professional for personalized advice.

Dan Miller, Kaleb Robuck, Marcus Taylor ,and Ashleigh Franco are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities, Member FINRA/SIPC. A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Milestone Financial Group is not affiliated with USA Financial Securities.

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Dan Miller, Kaleb Robuck, Marcus Taylor and Ashleigh Franco are authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: Dan: AR, CA, CO, FL, GA, IA, IL, IN, KS, LA, MD, MN, MO, MT, NC, NE, OR, SC, SD, TX, WI. Kaleb: CO, IA, MO, MT, NE. Marcus: IA, MN, MO, NC, NE, TX., Ashleigh: CO, IA, MO, NE. For investment advisory services these states include: Dan: AR, CO, FL, GA, IA, IL, IN, KS, LA, MN, MO, NC, NE, OR, SC, SD, TX, WI. Kaleb: CO, FL, IA, MO, NE, TX. Marcus: AL, IA, MN, MO, NE, TX. Ashleigh: CO, IA, MO, NE. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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