Can a legacy be more than assets? Discover how to leave a love letter to your family This week on Ideas by Mike, Mike Milligan, CFP, welcomes Scott Cary, Founder of Snug, to unveil how his groundb

Can your financial strategy unlock the secret to a longer, healthier life? This week on Ideas by Mike, Mike Milligan, CFP, welcomes Heather Holmes, Founder and CEO of Lumiant, and Nicola Perry, VP o

Is your portfolio working toward your dreamsor just chasing the market? This week on Ideas by Mike, Mike Milligan, CFP, sits down with Steve Osterink, CEO and Chief Investment Officer at Advisory A

Retirement planning goes beyond numbersits about building a future that aligns with your values. This week on Ideas by Mike, Mike Milligan, CFP, and Jim Fisher unveils the value of developing a re

Taxes may be inevitable, but they dont have to drain your wealth. Heres how to turn them into a powerful tool for financial growth Mike Milligan, CFP teams up with Ben Birkin from Holistiplan to

Imagine a financial plan that not only builds your wealth but also enriches your life. This week, Mike reflects on the values he learned from his grandmothers sandwich shop values that now shape hi

Legacy planning is more than just dividing up financial assets; its about preserving the values, traditions, and harmony within a family. This week on Ideas by Mike, Mike Milligan, CFP, highlights

Did you know that over 70% of people aged 65 and older will need some form of long-term care services in their lifetime? This week, Mike Milligan, CFP, dives into the world of long-term care plannin

Investing is an important piece of retirement planning, but there is much more to it than just picking the right stocks. This week on Ideas by Mike, Mike Milligan, CFP, breaks down the third step

Paychecks do not need to stop in retirement With the right financial plan, its entirely possible to keep those paychecks coming, even after you stop working. This week on Ideas by Mike, Mike Mill