Meet the Team Part 2 – Bobbie and Tasha
Meet our team! In Meet the Team Part 2, we want to introduce you to Bobbie, our Operations Director and Tasha, our Administrative Assistant.
Meet the Team Part 1 – Jaakko and Tyler
We love getting to know our clients! Learn more about the faces behind Milestone Wealth Management and “Meet the Team” in this post!
Why Hire a Financial Advisor? Cost Vs. Investment
Why hire a financial advisor? How can one help you in your financial situation, and what are the benefits? Let’s take a look!
The Real Cost of Having a Financial Advisor
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...
Can You Be Fired After Announcing Retirement?
Can you be fired after announcing retirement? Find out the best way to announce your retirement and avoid being fired in this post.
8 of the Best Places to Retire for Outdoor Activities
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...
What is a Money Purchase Plan?
What is a money purchase plan, and how does it work? In this post, we answer some FAQs about this retirement investment option.
Mobile Payment Apps – Cautions and Considerations
As the use of mobile payment apps continues to increase, it’s important to take into consideration how to use them carefully and wisely. While mobile payment apps certainly have their benefits, they also have some downfalls, too. Here are some points to consider when...
Spousal Roth IRA – What You Need to Know
A spousal Roth IRA is an excellent option that allows a non-working spouse to still contribute to an IRA account. Find out more in this post!
Credit Union Vs. Bank: What’s the Difference?
Credit union vs. bank – is one better than the other? In this post, find out the pros and cons of each to decide which option is best for you.
The F.I.R.E. Movement – Is There a Better Way?
Is the F.I.R.E. movement a good idea or a bad idea? Let’s take a look at some potential concerns of this movement and what to do instead.
15-Year Vs. 30-Year Mortgage – Which to Choose
When it comes to choosing a 15-year vs. 30-year mortgage, there are pros and cons to each. Find out which option is best for you.
Emergency Fund: Why It’s Important & How to Start One
Is having an emergency fund necessary? We’ll answer your questions about whether you need one and how to get started.
How Much Should I Be Investing for Retirement?
If you’ve been asking, “how much should I be investing for retirement?”, find out the answer and what to do if you’re starting later in life.
Bank Security: Why Your Bank is Not Your Friend
Unfortunately, fraud cases happen. It’s up to you to help keep your money safe. Here are some helpful bank security practices to implement.
Wealth Management is for Every Age
Preparing financially isn’t just for the middle-aged or affluent – wealth management is for every age. Here’s how you can prepare right now.
We Are in a Bear Market. What Now?
We’re currently in a bear market. How can you make the bear work for you & come out stronger on the other side? Check out these action steps.
The 3-Tier Cash Reserve System
At Milestone, we recommend a 3-tier cash reserve system to help you best prepare for the future – from tomorrow through retirement.
25 Ways Milestone Wealth Management Can Help You
Do you have financial questions? Here are 25 ways Milestone Wealth Management can help you prepare for a confident future.
What’s the Difference Between a Traditional IRA and a Roth IRA?
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 find out! What is a...