by milestonewm | Apr 25, 2024 | All Posts, Blog
There are a lot of questions that come up when people begin thinking about the best ways to invest and financially plan for the future. Whether you’re just getting started thinking about investing or you are decades into it, you may have wondered whether hiring a...
by milestonewm | Apr 11, 2024 | All Posts, Blog
Hiring a financial advisor is an investment. We get it! Perhaps you have questions about your financial future, asset management, or financial planning services, but aren’t sure if you’re ready to make the jump to actually hire a financial planner. If you’re in this...
by milestonewm | Mar 28, 2024 | 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...
by milestonewm | Mar 14, 2024 | All Posts, Blog
Love the outdoors? Want to stay active in your retirement years? While you can create a full, energetic lifestyle almost anywhere with enough determination, some locations make active, outdoor living easier than others. Choosing a city full of beautiful scenery or a...
by milestonewm | Feb 28, 2024 | All Posts, Blog
A money purchase plan is just one option that employers sometimes offer for the purpose of investing for retirement. It has a few main differences from other plans, such as IRAs and 401(k)s. One defining difference is that the employer makes contributions at a fixed...