Is having an emergency fund necessary? We’ll answer your questions about whether you need one and how to get started.

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.

Unfortunately, fraud cases happen. It’s up to you to help keep your money safe. Here are some helpful bank security practices to implement.

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’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.

At Milestone, we recommend a 3-tier cash reserve system to help you best prepare for the future – from tomorrow through retirement.

Do you have financial questions? Here are 25 ways Milestone Wealth Management can help you prepare for a confident future.

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...

Budgeting is often fairly straightforward in terms of regular, consistent expenses, such as rent and utilities. However, when it comes to how to save up for irregular expenses, things can get a little trickier. We’re going to talk through a good method for saving for...

What are the pros and cons of condos vs. townhouses in retirement? Let’s look at some of the benefits and downfalls of each option.

Should you move after you retire? The answer may not be as simple as you think. Let’s look at some pros and cons of moving after retirement.

Wondering how you can best prepare your grandchildren for their future? Here are 5 ways to invest for your grandchildren to get you started.

When a lump sum lands in your lap, the options for what you should do with extra cash may seem endless. Here are a few worthwhile ideas.

What’s the difference between retirement and summer vacation? There are a few! Check out this guide for how to prepare for retirement.

Here are the answers to some of our most commonly asked questions about retirement. Let’s make a plan for your retirement success!

You may have heard strong warnings to steer clear of debt. And it’s true—debt can majorly harm your financial future. But is debt ever worth it? Can some debts help more than harm? We’ll answer your debt questions in this post.Is debt ever worth it?Have you been...

At best, having your identity stolen costs time and money. Restoring your identity is no fun. We want to give you a few helpful tips for some of the best action steps you can take for preventing identity theftWhat is identity theft?Identity theft is when someone...

With the housing market still pretty hot, you may be wondering what your home is worth. Do you need a home appraisal? What factors go into a home appraisal, anyway? When do you need a home appraisal? We know you’re probably curious about your home. However, a home...

In the financial world, there’s sometimes debate on whether or not having a credit card is the best idea. Should you have one? Our answer is a probable yes – if you can use your credit card wisely.Should you have a credit card?There are multiple ways that having a...

Some studies say that approximately 1/3 of retirees end up returning to work. However, there are a few things you'll need to know about returning to work after retirement in order to avoid unnecessary costs and fees.Why do people return to work after retirement?If...