How Much Should I Be Investing for Retirement?

How Much Should I Be Investing for Retirement?

Investing for retirement can sometimes feel like a guessing game. If you find yourself wondering whether you’ll have enough to live on when your retirement years arrive, you’re not alone. Fortunately, it is possible to plan well for retirement and have peace of mind...
Bank Security: Why Your Bank is Not Your Friend

Bank Security: Why Your Bank is Not Your Friend

When you think of a bank, you might think of it as the place that keeps your money safe for you. The reality is that banks are in the business of collecting as many deposits as possible and then making loans against those deposits to earn interest. The safety of your...
Wealth Management is for Every Age

Wealth Management is for Every Age

No matter where you find yourself in life, it’s the right time to make sure that you and your family are protected and prepared for the future. Financial planning isn’t just for the rich – wealth management is for every age! Let’s take a look at some of the ways you...
We Are in a Bear Market. What Now?

We Are in a Bear Market. What Now?

Market gives and market takes away. That last part is called a bear market – where the value of the stock market drops by more than 20%. Here are a few US Bear Market statistics starting in 1950 through 10/13/2022: During the Bear   Now that we are in a bear...
The 3-Tier Cash Reserve System

The 3-Tier Cash Reserve System

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...