by milestonewm | Oct 11, 2022 | All Posts, Blog
At Milestone Wealth Management, we recommend a 3-tier cash reserve system to provide the best safety net for your family and your investments – both in the short term and long term. Taking an honest look at your current cash reserves is an excellent way to...
by milestonewm | Sep 27, 2022 | All Posts, Blog
Questions about your financial future? We exist to help you make a plan that allows you to feel prepared and confident for the years ahead. Here are the top 25 ways that Milestone Wealth Management can help you. What do we do? Here at Milestone Wealth...
by milestonewm | Sep 13, 2022 | All Posts, Blog
You’ve probably heard that IRAs can be an excellent way to prepare for your financial future. However, there’s more than one type of IRA. If you’ve been asking, “what’s the difference between a Traditional IRA and a Roth IRA?”, keep reading to...
by milestonewm | Aug 30, 2022 | All Posts, Blog
Budgeting is often fairly straightforward in terms of regular, consistent expenses, such as rent and utilities. However, when it comes to how to save up for irregular expenses, things can get a little trickier. We’re going to talk through a good method for saving for...
by milestonewm | Aug 16, 2022 | All Posts, Blog
Retirees often choose to move to a condo or townhouse in their senior years. For many people, these community-style living arrangements offer many benefits that single-family homes do not. Let’s check out the pros and cons of condos vs. townhouses in retirement. ...
