Skip to main content
menu

             

  • Home
  • Our Team
  • What We Do
    • Asset Map
    • Halo Assessment
  • Media
    • Blog
    • Podcast
    • Radio Show
    • Video
  • Exclusive Live Webinars
  • Contact
    • General Inquiry
    • Client Service Request Form
    • Secure Upload
  • Partners
    • Mastermind
    • Partnership Opportunities
  • Social Media

Blog

Mike Milligan | Mar 26, 2025

5 Tax-Saving Strategies to Keep More of Your Money

Tax Planning
Retirement

Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where

Read More
Mike Milligan | Mar 19, 2025

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
Read More
Mike Milligan | Mar 12, 2025

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
Read More
Mike Milligan | Mar 5, 2025

How to Dive into Business Succession Planning: 10 Key Questions

Investments
Finance
Tax Planning

What will happen to your business when it’s time for you to take a step back?

That can be a tough question that many business owners eventually have to face.

Yet

Read More
Mike Milligan | Feb 26, 2025

How to Stay Invested in Volatile Markets Without Losing Sleep

Investments
Risk Management
Savings

Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the

Read More
Mike Milligan | Feb 19, 2025

Feeling uneasy about the market? Read this first

Investments
It’s been hard to miss the wave of attention-grabbing headlines lately. News cycles have been dominated by concerns over Big Tech’s earnings, trade tensions
Read More
Mike Milligan | Feb 12, 2025

From Boomers to Gen Z: A Generational Look at Money Habits and Financial Choices

Lifestyle

What financial habits have helped you most in life?

Which ones have held you back?

No matter how you answer those questions, your money habits have a lot to do

Read More
Mike Milligan | Feb 5, 2025

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
Read More
Mike Milligan | Jan 29, 2025

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Tax Planning
Investments
Retirement
Estate Planning
Real Estate

What does it take to minimize your tax bill, not just this year but in the years to come?

The answer varies for each individual. Tax optimization strategies

Read More
Mike Milligan | Jan 22, 2025

New Year Update: 2024 Reflections & 2025 Expectations

Investments
As we step into 2025, I thought it would be beneficial to take a moment and reflect on what an extraordinary year 2024 was for investors.
Read More
Mike Milligan | Jan 15, 2025

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

Read More
Mike Milligan | Jan 8, 2025

Planning for the Future: Essential Steps to Secure Your Retirement

Retirement
Savings

Is your retirement savings on track?

If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very

Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Current page 2
  • Page 3
  • Page 4
  • Page 5
  • Page 6
  • Page 7
  • Next page Next ›
  • Last page Last »

Meet with Mike Milligan, CFP ®

Schedule your free Zoom call to start creating your one-of-a-kind financial plan! Our team is available to meet virtually anytime.

Book Now

A One-Of-A-Kind Financial Plan For Your One-Of-A-Kind Life

P | 757-909-7151
E | contact@mikemilligancfp.com

5005 Colley Ave
Colley Avenue
Norfolk, VA 23508


Terms and Conditions

Introduction 

Welcome to IdeasByMike.com! These Terms and Conditions ("T&C") govern your access to and use of our platform and services, including SMS-based communications. By using our services, you agree to comply with these terms. Please read them carefully.

Acceptance of Terms 

By accessing or using our website and services, including opting into SMS messaging, you acknowledge that you have read, understood, and agree to be bound by these T&C. If you do not agree, you must refrain from using our services.

User Responsibilities and Conduct 

Users of our platform agree to:

  1. Use the service only for lawful purposes.
  2. Refrain from engaging in abusive, threatening, or harassing behavior.
  3. Avoid any misuse of the platform, including unauthorized access or disruption of the service.
  4. Provide accurate and truthful information when setting up an account or using the service.

Intellectual Property Rights 

All content, trademarks, and copyrights on our platform are owned by Ideas by Mike, LLC or its licensors. You are granted a limited, non-exclusive, non-transferable license to access and use the content for personal, non-commercial purposes. Unauthorized reproduction or distribution of materials is prohibited.

Account Information and Security 

Users are responsible for:

  1. Creating a secure account with accurate information.
  2. Maintaining the confidentiality of their account credentials.
  3. All activities conducted under their account. Notify us immediately if you suspect unauthorized access.

Payment Terms (if applicable) 

If our services involve payment:

  1. Fees, billing cycles, and payment methods will be outlined during the sign-up process.
  2. Refunds, if applicable, are subject to our refund policy.
  3. Non-payment may result in suspension or termination of services.

Privacy and Data Collection 

We respect your privacy. Our Privacy Policy explains how we collect, use, and protect your personal data. By using our services, you consent to the practices outlined in our Privacy Policy. Click here to view our Privacy Policy.

SMS Messaging Practices and Consent

  • Consent: By providing your phone number, you consent to receive SMS messages from us. These messages may include updates, promotions, and other relevant communications.
  • Opt-Out: You can opt-out of receiving SMS messages at any time by replying "STOP" to any message you receive from us and messages will end.
  • Message Frequency: Message frequency varies based on your interaction with our services.
  • Message and Data Rates: Standard message and data rates may apply. Contact your mobile provider for details.
  • Help: If you need help, please reach out to us via our contact form at https://www.ideasbymike.com/contact. 

Limitation of Liability 

Ideas by Mike, LLC is not liable for:

  1. Any damages arising from the use or inability to use our services.
  2. Delays, interruptions, or errors in SMS delivery caused by third-party carriers or service providers.

Termination or Suspension of Services 

We reserve the right to suspend or terminate your account or access to our services if:

  1. You violate these T&C.
  2. Your actions harm our platform or other users.
  3. Required by law or regulatory authorities.

Governing Law and Dispute Resolution 

These T&C are governed by the laws of Norfolk, Virginia, USA. Any disputes will be resolved through mediation or arbitration, unless otherwise required by law.

Changes to Terms 

We may update these T&C periodically. We will notify users of significant changes via email or by posting an updated version on our website. Continued use of the service constitutes acceptance of the revised terms.

Contact Information 

If you have any questions or concerns about these T&C, please contact us at: 

Ideas by Mike, LLC

5005 Colley Avenue
Norfolk, VA 23508

Contact@mikemilligancfp.com
757-909-7151

Click here to view our Privacy Policy.

© 2025 Ideas By Mike All rights reserved.