Milestone Advice Group

03/18/2026

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.

03/15/2026

I am Judi Lohr Mohr, CERTIFIED FINANCIAL PLANNER® professional and owner of Milestone Advice Group. I help women and their families gain financial clarity and confidence in achieving their goals. Want to know how I may help you? Let's hop on a free call together to find out! Please use my scheduling link here: https://go.oncehub.com/JudiMohr

03/09/2026

Yesterday I asked women over 40 to share one word that describes this stage of life. The responses were incredible.

Confidence.
Freedom.
Honor.
Energy.
Strength.

There’s another word I hear often when women sit down to talk about their finances.

Security.

Not complicated strategies.
Just the quiet peace of mind that comes from knowing:

Where everything is.
How things work,
and that they will be okay.

Many women tell me:

"I just want to understand things well enough to feel confident making decisions."

And that is completely achievable.

What is one financial question you wish someone had answered for you earlier in life?

03/08/2026

Today on International Women’s Day, I want to recognize a group of women who don’t always get the spotlight. Women over 40.
Because something powerful begins to happen around this age.

Many of us have spent years caring for others. We’ve invested our lives in raising families, supporting partners, helping aging parents, building careers, and quietly holding everything together.

But in this chapter, something shifts.
Women begin asking new questions.
Who am I now?
What do I want the next chapter of my life to look like?
Am I truly prepared for the future I want?

And something beautiful happens…
Experience turns into confidence.
Women start speaking up more.
Trusting their instincts.
Making decisions with greater clarity about their future.

To every woman navigating this stage of life: you are more knowledgeable, more talented, more capable than you realize.
Your experience is your power.

Women over 40: In one word, what has this stage of life given you?

03/04/2026

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.

10/19/2025

When the One Big Beautiful Bill (OBBB) Act was passed on July 4, the legislation left several unanswered questions that the IRS is now addressing. The IRS undergoes this process every year, but this time around, the OBBB has added to the uncertainty. Here’s what the 2026 Federal income tax brackets will look like.

10/18/2025

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

10/16/2025

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

10/14/2025

Don’t itemize? In 2026, you can deduct cash donations to charity.

You can deduct up to:
🔹$1,000 if filing single
🔹$2,000 if married filing jointly

Donations must be made in cash and sent to qualified organizations. This is a new option for giving back while managing taxable income without requiring itemization.

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



Source: IRS.gov, May 30, 2025

10/12/2025

Under the One Big Beautiful Bill Act, the standard deduction might impact your upcoming tax filing.

The updated standard deduction amounts will be:
▪️$31,500 for married filing jointly
▪️$23,625 for head of household
▪️$15,750 for single or married filing separately

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

09/29/2025

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:

Discount retailers like Walmart and Dollar Tree are seeing an influx of more upscale consumers, market research data shows.