De-Risking Your Portfolio

During market fluctuations, you may have questions about de-risking your portfolio. We offer some tips for security in volatile markets.

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Do You Really Need Life Insurance?

You’ve heard lots of talk about life insurance, but do you really need it? In this post, we’ll answer some of the most common questions we hear about life insurance.

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Is Cryptocurrency a Good Investment?

With Bitcoin value reaching an all-time high this year, you may be wondering if cryptocurrency is a good investment. We’ll answer some common questions and concerns about Bitcoin and cryptocurrency here!

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When Should You Retire?

The age at which you retire is a very personal decision that depends on many factors. We address a few common questions about retirement age.

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A Will Versus a Living Trust

A will versus living trust–what’s the difference? Read about the pros and cons of each, and find out which option is best for your estate.

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Planning for Retirement

Planning for retirement successfully can be scary. However, it doesn’t need to be. Let Milestone Wealth Management help you today.

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Roth IRA Conversions

We are huge advocates for Roth IRA conversions when done right. Roth IRA conversions are just one of the things you...

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Health Savings Accounts: What You Need to Know

For the next part in our series on health insurance, we are talking about health savings accounts! Be sure to check out this blog to get a better understanding about things like contributions and withdrawals when it comes to these accounts.

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Insurance and Estates and Taxes, Oh My!

This blog covers life insurance in terms of estate creation and tax optimization. There’s a lot that goes into all three of these, and we want to help you navigate each and how they can be cohesive if you get the right help to plan.

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Download our 15 Detailed Steps to Financial Success

One of the most difficult parts about planning for the future is the unknown. Because of this, we’ve created a free financial checklist that allows you to take note of which areas of your financial life are all set and which ones need attention.

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