by milestonewm | Mar 28, 2023 | All Posts, Blog
For those approaching their retirement years, taking the next step is more than simply planning for retirement. You also need to think about how you will leave your job. How much notice do you need to give before your last day? What’s the right way to let your...
by milestonewm | Mar 14, 2023 | All Posts, Blog
Love the outdoors? Want to stay active in your retirement years? While you can create a full, energetic lifestyle almost anywhere with enough determination, some locations make active, outdoor living easier than others. Choosing a city full of beautiful scenery or a...
by milestonewm | Feb 28, 2023 | All Posts, Blog
A money purchase plan is just one option that employers sometimes offer for the purpose of investing for retirement. It has a few main differences from other plans, such as IRAs and 401(k)s. One defining difference is that the employer makes contributions at a fixed...
by milestonewm | Feb 14, 2023 | All Posts, Blog
As the use of mobile payment apps continues to increase, it’s important to take into consideration how to use them carefully and wisely. While mobile payment apps certainly have their benefits, they also have some downfalls, too. Here are some points to consider when...
by milestonewm | Jan 31, 2023 | All Posts, Blog
In order to make Roth IRA contributions, you typically have to have earned income. Unfortunately, this can pose a problem for adults who – for one reason or another – make no income or minimal income. A number of families choose to have one parent stay...
by milestonewm | Jan 17, 2023 | All Posts, Blog
What are the major differences between a credit union and bank? When trying to decide where to keep your money, take out a loan, or perform other banking tasks, it’s a good idea to know the differences between a credit union vs. a bank. Keep in mind, however, that...
