We Are in a Bear Market. What Now?

Market gives and market takes away. That last part is called a bear market – where the value of the stock market drops by more than 20%. Here are a few US Bear Market statistics starting in 1950 through 10/13/2022: During the Bear   Now that we are in a bear...

The 3-Tier Cash Reserve System

At Milestone Wealth Management, we recommend a 3-tier cash reserve system to provide the best safety net for your family and your investments – both in the short term and long term. Taking an honest look at your current cash reserves is an excellent way to...

How to Save Up for Irregular or Special Expenses

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...

Download our 15 Detailed Steps to Financial Success

One of the most difficult parts about planning for the future is the unknown. Because of this, we’ve created a free financial checklist that allows you to take note of which areas of your financial life are all set and which ones need attention.

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