by milestonewm | Jun 8, 2021 | All Posts, Blog
Have you ever wondered whether it’s more important to save or invest with your extra cash? The short answer is: you should do both. Saving and investing are both necessary for a secure financial future. While they, of course, have a few similarities, they both...
by milestonewm | May 25, 2021 | All Posts, Blog
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,...
by milestonewm | May 11, 2021 | All Posts, Blog
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...
by milestonewm | Apr 27, 2021 | All Posts, Blog
Planning for retirement successfully Planning 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...
by milestonewm | Apr 13, 2021 | All Posts, Blog
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...
by milestonewm | Nov 10, 2020 | All Posts, Blog
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...
