Resources
We Are in a Bear Market. What Now?
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.
The 3-Tier Cash Reserve System
At Milestone, we recommend a 3-tier cash reserve system to help you best prepare for the future – from tomorrow through retirement.
25 Ways Milestone Wealth Management Can Help You
Do you have financial questions? Here are 25 ways Milestone Wealth Management can help you prepare for a confident future.
What’s the Difference Between a Traditional IRA and a Roth IRA?
You’ve probably heard that IRAs can be an excellent way to prepare for your financial future. However, there’s more...
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....
Pros and Cons of Condos Vs. Townhouses in Retirement
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? Pros and Cons
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.
5 Ways to Invest for Your Grandchildren
Wondering how you can best prepare your grandchildren for their future? Here are 5 ways to invest for your grandchildren to get you started.
What Should You Do with Extra Cash?
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.
Is Retirement the Ultimate Summer Vacation? How to Prepare for Retirement
What’s the difference between retirement and summer vacation? There are a few! Check out this guide for how to prepare for retirement.
Commonly Asked Questions About Retirement
Here are the answers to some of our most commonly asked questions about retirement. Let’s make a plan for your retirement success!
Is Debt Ever Worth It?
You may have heard strong warnings to steer clear of debt. And it’s true—debt can majorly harm your financial future....
Preventing Identity Theft – 5 Simple Steps
At best, having your identity stolen costs time and money. Restoring your identity is no fun. We want to give you a...
Do You Need a Home Appraisal?
With the housing market still pretty hot, you may be wondering what your home is worth. Do you need a home appraisal?...
Using a Credit Card Wisely
In the financial world, there’s sometimes debate on whether or not having a credit card is the best idea. Should you...
Returning to Work After Retirement – 3 Things You Need to Know
Some studies say that approximately 1/3 of retirees end up returning to work. However, there are a few things you'll...
Health Benefits and Concerns of Retirement
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?
"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?
Is it a good idea to pay off your mortgage early? Here are some thoughts to consider when making this important decision!
7 Habits of Millionaires
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?
The Best Tax Software Programs
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
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?
Are you withholding the correct amount from your paychecks? Learn why it matters and how to withhold accurately in this post.
Is a Financial Advisor Really Necessary?
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.