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Is Cryptocurrency a Good Investment?

Is Cryptocurrency a Good Investment?

Please note: This article is intended strictly for educational purposes only and is not a recommendation for or against cryptocurrency. Have you been wondering about cryptocurrency and whether or not it’s a good investment? Bitcoin’s value hit an all-time high this...

How to Navigate the Hot Housing Market

How to Navigate the Hot Housing Market

The housing market is still red-hot, and experts predict that it probably won’t cool down significantly anytime soon.  In 2020, 50% of homes sold for more than their list price, and more than half of home buyers made an offer without actually seeing the home in...

When Should You Retire?

When Should You Retire?

When should you retire? This is a commonly asked question, even for those who have already given some thought to their retirement years. Perhaps you’re already saving and investing, but don’t have a clear idea of when those days of freedom will begin. In this post,...

A Will Versus a Living Trust

A Will Versus a Living Trust

A will versus a living trust -- what's the difference?What’s the difference between a will and a living trust? In this post, we’re going to examine each option, and discuss which might be the best fit for your situation. Both a will and a living trust are legal tools...

Planning for Retirement

Planning for Retirement

Planning for retirement successfullyPlanning for retirement can sound scary, but it doesn't have to be! At Milestone Wealth Management, we specialize in helping you look forward to a successful retirement. Flourishing in retirement takes planning, saving, and...

How to Budget for Financial Success

How to Budget for Financial Success

Why budget?Although the word “budget” may sound restricting and scary, a budget is actually a crucial step on your path to financial freedom. A budget makes your money work for you and helps you meet your financial goals. It assigns your money to your specific...

Roth IRA Conversions

Roth IRA Conversions

We are huge advocates for Roth IRA conversions when done right. Roth IRA conversions are just one of the things you should think about before the end-of-the-year. For more, check out our last blog here! The tax benefits for Roth IRA conversions are extremely...

Make a List, Check it Twice: Year-End Transactions

Make a List, Check it Twice: Year-End Transactions

As the 2020 holiday season starts, it's good to take a moment to review what we still want to accomplish before the end of the year. Once Halloween rolls, it feels like a blink of an eye before we're all ringing in the New Year. We've compiled a quick list of year-end...

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