Blog

The Future of Social Security

The Future of Social Security

Is the future of Social Security secure? According to the Social Security Board of Trustees, the current benefits program will be kept up until 2035. At this time, changes will have to be made if the full benefits are to be maintained. These changes will most likely...

Preventing Debit Card Fraud

Preventing Debit Card Fraud

If you’ve ever been a victim of debit card fraud, you probably want to do everything possible to prevent it from happening again. For those who’ve never experienced debit card fraud – let’s keep it that way! It’s no fun, and even if you aren’t out any money in the...

De-Risking Your Portfolio

De-Risking Your Portfolio

During market fluctuations, you may have questions about de-risking your portfolio. We offer some tips for security in volatile markets.

Do You Really Need Life Insurance?

Do You Really Need Life Insurance?

You’ve heard lots of talk about life insurance, but do you really need it? In this post, we’ll answer some of the most common questions we hear about life insurance.

Is Cryptocurrency a Good Investment?

Is Cryptocurrency a Good Investment?

With Bitcoin value reaching an all-time high this year, you may be wondering if cryptocurrency is a good investment. We’ll answer some common questions and concerns about Bitcoin and cryptocurrency here!

When Should You Retire?

When Should You Retire?

The age at which you retire is a very personal decision that depends on many factors. We address a few common questions about retirement age.

Planning for Retirement

Planning for Retirement

Planning for retirement successfully can be scary. However, it doesn’t need to be. Let Milestone Wealth Management help you today.

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...

The Election and Your Portfolio

The Election and Your Portfolio

Every four years in the United States we get to witness the spectacle called the presidential election. This cycle is shaping up to be one of the most contentious of all time, and emotions are flying high on both sides. As our response, here are our answers to the two...

Job Loss and Insurance Coverage

Job Loss and Insurance Coverage

This is the third blog in our series on health insurance! If you missed the previous blogs, you can find the last one here. With the way insurance coverage is structured in the United States, there is a risk of job loss causing more than just loss of income. Today we...

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