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Milestone Consulting, New York

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John Bair

Life Insurance Is for When Life Happens

Originally posted in Milestone’s Living Safer. What will your family do when “life happens?” Working in the settlement planning field for almost 20 years, we’ve seen practically every dire situation happen to families. Less than one percent of these families […]

John Bair

The Tax Hit You Might Not Be Expecting After the Kentucky Derby

The first Saturday in May is approaching, and fans of the Kentucky Derby are already looking at the top contenders for this year. For those who are lucky enough to bet on the winning horse, the payout is big. Last […]

John Bair

The New Living Safer Shines a Light on #MeToo

The newest issue of Living Safer magazine discusses a sobering topic, which we have all watched unfold over recent months: the watershed #MeToo movement. This topic is one I feel very passionately about. I have always been a vocal supporter […]

John Bair

Women’s History Month Series: Rachel Mathews

March is Women’s History Month. All month long, we will be interviewing each of the talented, intelligent, and hardworking women of Milestone Consulting. Today, we’re featuring our Marketing Director, Rachel Mathews. Here’s what she had to say. What is your position […]

John Bair

Women’s History Month Series: Veronica Capp

March is Women’s History Month. All month long, we will be interviewing each of the talented, intelligent, and hardworking women of Milestone Consulting. Today, we’re featuring our Settlement Planning Consultant, Veronica Capp. Here’s what she had to say. What is your […]

John Bair

Women’s History Month Series: Rayah Latiff

March is Women’s History Month. All month long, we will be interviewing each of the talented, intelligent, and hardworking women of Milestone Consulting. Today, we’re featuring Rayah Latiff. Here’s what she had to say. 1. What is your title/position at Milestone? […]

John Bair

Women’s History Month Series: Leslie George

March is Women’s History Month. All month long, we will be interviewing each of the talented, intelligent, and hardworking women of Milestone Consulting. This week, we’re featuring Leslie George. Here’s what she had to say. 1. What is your position at […]

John Bair

Commit to International Women’s Day

It’s undeniable that activism for women’s equality is experiencing a resurgence and a re-fueling by movements like #MeToo and #TimesUp. However, the World Economic Forum’s 2017 Global Gender Gap Report found that the gender gap is actually widening globally. Analyzing 144 countries show […]

John Bair

Workers’ Comp MSA Review Contractor Transition Webinar on March 7th

The Centers for Medicare and Medicaid Services Financial Services Group (CMS) has announced that effective March 19, 2018, a new contractor will assume responsibility of the Workers’ Compensation Review Contract (WCRC) functions. In order to provide all stakeholders pertinent information […]

John Bair

Setting Up a Trust? What You Need to Know About Joinder Agreements

At Milestone, our settlement planning experts frequently help individuals and families set up pooled special needs trusts to comply with government benefits like Medicaid. In a nutshell, a pooled trust is administered by a nonprofit organization to manage and protect […]