Milestone Advice Group

I heard something recently that stopped me in my tracks…

“I think midlife is just becoming who you were at 16 again but loving her this time.”
And I haven’t been able to stop thinking about it.

Because every day I see so many smart, capable women stepping into this season of life but still feel unsure when it comes to their money.
And that uncertainty? It quietly steals confidence.

Midlife is about loving her better this time… including how you care for her financial future.
If you’re ready to stop second-guessing and start feeling clear and confident about your financial future, don’t wait.

DM me and let's schedule a chat.

One of the quiet moments I see many women experience in midlife is this…

At some point, many women realize they are now the one responsible for the financial decisions.

Maybe a spouse handled the money before.
Maybe life changed.
Maybe it just suddenly feels important to understand things more clearly.

And with that moment often comes a quiet worry:

"What if I don’t know enough?"

During Women’s History Month, I want to say something to the women in this season of life:

You are not behind.
You are not alone.
And you are far more capable than you think.

I see incredible courage in the women who begin asking questions about their finances. That first question is the beginning of confidence.

If you are learning, growing, and taking ownership of your financial future, I celebrate you this month.

Your next chapter can be one of the strongest yet.

Question for you:
Was there a moment in life that made you realize how important it is to understand your finances?

If this is something you’re navigating right now, please know you don’t have to figure it out alone. I’m always happy to have a quiet conversation and help point you in the right direction.

Starting in 2026, eligible taxpayers may deduct:
🔹Up to $25,000 in reported tips
🔹Up to $12,500 in overtime compensation ($25,000 if married filing jointly)

These deductions phase out for higher-income taxpayers.

Call for more information, but don’t make any changes until you speak with your tax, legal, or accounting professional.



Source: IRS.gov, September 10, 2025

The One Big Beautiful Bill Act increases the Child Tax Credit to $2,200 per eligible child.

Other updates to the Child Tax Credit include:
➡️ The credit will be adjusted for inflation in future years
➡️ A valid Social Security number is required for the child
➡️ For joint filers, at least one spouse must have a valid SSN

These updates aim to clarify eligibility and streamline administration.

Call for more information, but don’t make any changes until you speak with your tax, legal, or accounting professional.



Source: IRS.gov, September 10, 2025

Discount stores are attracting a new wave of shoppers — and not just those on tight budgets. Nearly 28% of high-income households have visited chains like Aldi, Dollar General, and Walmart this year, up from about 20% four years ago.

Rising costs for essentials are a key driver, but so is the retail experience itself. Upgrades in store layouts, brand offerings, and presentation have made discount shopping more appealing across the income spectrum.

The trend shows how inflation continues to shape spending habits, prompting even affluent consumers to look for value where they can.


Source:

Growing number of affluent consumers are shopping at discount stores. Here's why. Discount retailers like Walmart and Dollar Tree are seeing an influx of more upscale consumers, market research data shows.