by milestonewm | Nov 9, 2021 | All Posts, Blog
Is the future of Social Security secure? According to the Social Security Board of Trustees, the current benefits program will be kept up until 2035. At this time, changes will have to be made if the full benefits are to be maintained. These changes will most likely...
by milestonewm | Jun 7, 2022 | All Posts, Blog
We love helping our clients plan for their future. It’s a privilege to get to assist you in making a comprehensive plan for retirement that will allow you to feel confident in the years ahead. Here are some of the most commonly asked questions we hear about...
by milestonewm | Aug 29, 2023 | All Posts, Blog
More than just investing for retirement, wealth management is the practice of preparing yourself and your family for the future. This includes not only watching your assets grow, but also taking care of those assets. One crucial way to do this is by creating important...
by milestonewm | May 23, 2023 | All Posts, Blog
Thanks for joining us again for our “Meet the Team” series! In Meet the Team part 2, we’re introducing you to our last 2 team members, Bobbie and Tasha. At Milestone, we prioritize relationships with our clients and taking the time to understand you and your financial...
by milestonewm | Mar 28, 2023 | All Posts, Blog
For those approaching their retirement years, taking the next step is more than simply planning for retirement. You also need to think about how you will leave your job. How much notice do you need to give before your last day? What’s the right way to let your...
