by milestonewm | Nov 9, 2021 | All Posts, Blog
Is the future of Social Security secure? According to the Social Security Board of Trustees, the current benefits program will be kept up until 2035. At this time, changes will have to be made if the full benefits are to be maintained. These changes will most likely...
by milestonewm | Oct 26, 2021 | All Posts, Blog
If you’ve ever been a victim of debit card fraud, you probably want to do everything possible to prevent it from happening again. For those who’ve never experienced debit card fraud – let’s keep it that way! It’s no fun, and even if you aren’t out any money in the...
by milestonewm | Aug 17, 2021 | All Posts, Blog
If you’re like most millennials, you may feel discouraged by the current state of your finances. Millennials have grown up in a digital age, and are constantly bombarded with new opportunities to spend. We want to provide you with some smart money moves for...
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 | 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...
