The Future of Social Security

The Future of Social Security

by | 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...
Commonly Asked Questions About Retirement

Commonly Asked Questions About Retirement

by | 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...

PRIVATE WEALTH MANAGEMENT

by | Nov 21, 2019

Private Wealth Management Prepared for life’s big milestones. = Create a comprehensive plan By exploring each module in detail, we’ll determine which ones require our immediate attention and which ones are more long-term in nature. From our findings, we’ll...
Estate Planning – What Documents Are Most Important?

Estate Planning – What Documents Are Most Important?

by | 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...
Meet the Team Part 2 – Bobbie and Tasha

Meet the Team Part 2 – Bobbie and Tasha

by | 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...