by milestonewm | Mar 29, 2022 | All Posts, Blog
Some studies say that approximately 1/3 of retirees end up returning to work. However, there are a few things you’ll need to know about returning to work after retirement in order to avoid unnecessary costs and fees. Why do people return to work after...
by milestonewm | Dec 7, 2021 | All Posts, Blog
Have you ever wondered if hiring a financial advisor is really necessary? After all, with a little discipline and research, can’t you do your financial and retirement planning on your own? Is investing in professional help for your finances really worth it? You may be...
by milestonewm | May 25, 2021 | All Posts, Blog
When should you retire? This is a commonly asked question, even for those who have already given some thought to their retirement years. Perhaps you’re already saving and investing, but don’t have a clear idea of when those days of freedom will begin. In this post,...
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...
by milestonewm | Sep 22, 2020 | All Posts, Blog
If you’ve been following along with us, you know we’ve been covering some of the basics about life insurance. Last time, we talked about Irrevocable Life Insurance Trusts, or ILITs. Today, we’re delving into retirement income and how you may be able...