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Make a List, Check it Twice: Year-End Transactions

by milestonewm | Nov 3, 2020 | All Posts, Blog

As the 2020 holiday season starts, it’s good to take a moment to review what we still want to accomplish before the end of the year. Once Halloween rolls, it feels like a blink of an eye before we’re all ringing in the New Year. We’ve compiled a...

Job Loss and Insurance Coverage

by milestonewm | Oct 20, 2020 | All Posts, Blog

This is the third blog in our series on health insurance! If you missed the previous blogs, you can find the last one here. With the way insurance coverage is structured in the United States, there is a risk of job loss causing more than just loss of income. Today we...

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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