Resources

We’re currently in a bear market. How can you make the bear work for you & come out stronger on the other side? Check out these action steps.

At Milestone, we recommend a 3-tier cash reserve system to help you best prepare for the future – from tomorrow through retirement.

Do you have financial questions? Here are 25 ways Milestone Wealth Management can help you prepare for a confident future.

You’ve probably heard that IRAs can be an excellent way to prepare for your financial future. However, there’s more...

Budgeting is often fairly straightforward in terms of regular, consistent expenses, such as rent and utilities....

What are the pros and cons of condos vs. townhouses in retirement? Let’s look at some of the benefits and downfalls of each option.

Should you move after you retire? The answer may not be as simple as you think. Let’s look at some pros and cons of moving after retirement.

Wondering how you can best prepare your grandchildren for their future? Here are 5 ways to invest for your grandchildren to get you started.

When a lump sum lands in your lap, the options for what you should do with extra cash may seem endless. Here are a few worthwhile ideas.

What’s the difference between retirement and summer vacation? There are a few! Check out this guide for how to prepare for retirement.

Here are the answers to some of our most commonly asked questions about retirement. Let’s make a plan for your retirement success!

You may have heard strong warnings to steer clear of debt. And it’s true—debt can majorly harm your financial future....

At best, having your identity stolen costs time and money. Restoring your identity is no fun. We want to give you a...

With the housing market still pretty hot, you may be wondering what your home is worth. Do you need a home appraisal?...

In the financial world, there’s sometimes debate on whether or not having a credit card is the best idea. Should you...

Some studies say that approximately 1/3 of retirees end up returning to work. However, there are a few things you'll...

How does retirement affect your health? When you retire, virtually your entire lifestyle changes. Suddenly, instead of...

"What is a HSA, and do I need one?" This is a question that many people ask as they make plans for health insurance...

Is it a good idea to pay off your mortgage early? Here are some thoughts to consider when making this important decision!

These 7 habits of millionaires are some of the most common themes we see in the lives of the wealthy. Do you live by any of these habits?

If you’re filling taxes on your own, a tax software program can help. Here are some of the best tax software programs available right now.

Teaching your kids good saving habits from a young age will set them up for financial success in the future. Here are some ideas to help!

Are you withholding the correct amount from your paychecks? Learn why it matters and how to withhold accurately in this post.

Have you ever wondered if a financial advisor is really necessary? We share a few of the ways an advisor can benefit your financial future.