by Harry Lopez | Sep 29, 2023
Contact Us Milestone Wealth Management With retirement on the horizon, you’ve found yourself wondering whether your financial house really is in order. You’re not alone. You only have one shot at retirement. Milestone Wealth Management will help you get it right. Call...
by Harry Lopez | Sep 13, 2023
About Us Milestone Wealth Management Our firm is focused on YOUR milestones A milestone can be thought of as a turning point, a marker in the road to your destination. Many milestones are placed to give people a sign that it is time to turn or change directions. Are...
by milestonewm | Aug 15, 2023 | All Posts, Blog
Having a budget is an important way to keep track of your finances. Without a budget, it can be easy to watch the money come and go from your account without having a good understanding of exactly how it’s being spent. If you want to put yourself in charge of your...
by milestonewm | Jul 18, 2023 | All Posts, Blog
Planning for retirement can feel like a daunting job. Fortunately, whether you’re starting at age 20 or age 50, you can take steps to get your financial plan set for the new phase of life that you’ll enter when your working years are over. It’s a big...
by milestonewm | Jul 4, 2023 | All Posts, Blog
So, you got your paycheck. What’s next? How can you allocate the money properly so that you have enough for each aspect of your life? You need to be prepared for retirement, be ready for emergencies, work toward your goals (such as vacations, vehicles, etc.), and have...
