Milestone Money Starts Website Focused on Retirement Planning
Milestone Money LLC, a financial planning and investment management firm, launched a website for retirement and financial planning to and through retirement, the Chicago-based firm announced in a press release.
Milestone Money, which was founded last year, provides retirement planning, financial planning and investment management to pre-retirees and retirees. The new website will provide informative guides and checklists on retirement management and resources on tax planning and investment topics, according to the release.
It will also be an ”easy-to-navigate site with helpful resources, expertise, and insights on financial topics about living your best life in retirement,” Randy Dippell, the founder of Milestone Money, said in the release. Dippell previously founded LakeStar Wealth Management LLC, later known as Nestegg Advisory, in 2012, working with corporate executives and small business owners.
Transamerica Adds Life Insurance Policy with Retirement Income Option
The Transamerica Corporation is offering a new index universal life insurance policy to protect beneficiaries with opportunity for tax-advantaged supplemental income in retirement, the insurance, retirement and investing firm announced in a press release.
The Transamerica Financial Choice IUL offers life insurance protection with index options and policy features with the goal of helping customers maximize accumulation potential and access to cash value, according to Baltimore-based Transamerica.
“The Transamerica Financial Choice IUL is designed for clients seeking protection and flexibility with tax-free supplemental income,” Andrew DeMarco, head of life solutions at Transamerica, said in the release. “This product delivers upside potential with downside protection for those customers who want to supplement their retirement income or diversify their tax liability.”
The announcement indicated the insurance policy can…
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