Milestone Advisory Group, LLC

Milestone Advisory Group, LLC Securities offered through Registered Representatives of Cambridge Investment Research, Inc. Cambridge Investment Research, Inc.

a Broker/Dealer, Member FINRA/SIPC, to residents of: IL, IA, FL, MO, SC, AR, KY, NV, TX, WI and OH. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser to residents of: IL, IA, FL, MO, SC, AR, KY, NV, TX, WI and OH. and Milestone Advisory Group are not affiliated

07/02/2026

As a longtime physician and son, I implore doctors and advisors to ask individuals what’s important to them.

04/07/2026

Also known as Super Roth, this strategy can boost some retirees’ tax-free retirement savings by up to $47,500 beyond usual limits.

This article also has other good information about Roth 401k and Roth IRAs.
02/26/2026

This article also has other good information about Roth 401k and Roth IRAs.

Also known as Super Roth, this strategy can boost some retirees’ tax-free retirement savings by up to $47,500 beyond usual limits.

02/23/2026

Students today face a dizzying array of high school course options. When most of us went to high school, we were either college prep, vo-tech, or took standard high school classes. We spent all day sitting at a desk in our high school.

02/05/2026

The new data sharpens the case for SECURE 2.0 student-loan matching as defaults.

Challenge accepted! 🎄We were nominated by Washington Bridge Education Foundation to build a WHIPmas Tree
12/12/2025

Challenge accepted! 🎄
We were nominated by Washington Bridge Education Foundation to build a WHIPmas Tree

As we approach FASFA filing season, this may help you avoid the most common mistakes.
09/24/2025

As we approach FASFA filing season, this may help you avoid the most common mistakes.

The FAFSA season is approaching, and families will begin navigating this process. The FAFSA will be available on October 1, 2025. Simple mistakes can

09/24/2025

The student financial aid process can feel overwhelming, with countless options, forms, and unfamiliar terminology to navigate. To make this journey

It is important to be informed so you can avoid this mistake.
06/09/2025

It is important to be informed so you can avoid this mistake.

Beneficiaries often overlook one step, inadvertently causing the entire account balance to become currently taxable.

How are colleges marketing to you?
05/09/2025

How are colleges marketing to you?

Data-crunching consulting firms have perfected the art of luring students, including tailoring scholarships to stoke prospects' egos.

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24363 Spring Creek Road
Washington, IL
61571

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+13092132665

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