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...
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...
Should you ever take out a personal loan? Personal loans can sound tempting, but they’re also risky. Let’s asses whether one’s right for you.
Can you retire on $1 million? In order to invest effectively, you need a goal and investments that will grow with inflation.
During market fluctuations, you may have questions about de-risking your portfolio. We offer some tips for security in volatile markets.
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.
Millennials have unique struggles when it comes to finances. These money moves for millennials will put you ahead of the curve.
With all the talk of student loan forgiveness, you may be wondering if you should keep paying or wait to see what happens. Find out here!
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!
Wondering how to naviage this hot housing market? Curious if it will slow down anytime soon? Here are some helpful tips.
Summer is here! We’ve collected some of our top tips to save money, so that you can have a great summer and save some cash at the same time!
Which is more important: saving or investing? The answer is both! In this post, we’ll clue you in on the best ways to grow your extra cash.
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.
A will versus living trust–what’s the difference? Read about the pros and cons of each, and find out which option is best for your estate.
Planning for retirement successfully can be scary. However, it doesn’t need to be. Let Milestone Wealth Management help you today.
Budgeting is an important step to a secure financial future. Learn how to budget for financial success, and start budgeting today.
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...
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...
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...
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...