Milestone Money

Get started today with Milestone Money! If you’re ready to team up with retirement specialists and create a plan for more satisfying golden years, then schedule your complimentary consultation. Simply click below to fill out a contact form or click the “Get Started” button on our website to view scheduling options. We look forward to beginning this journey with you! https://bit.ly/3zO2wV3

No one likes thinking about what happens to their estate after they’re gone, but a little planning today can make a world of difference for your loved ones tomorrow. When it comes to settling an estate, probate can be one of the most stressful and time-consuming processes for those left behind. Fortunately, there are ways to reduce—or even avoid—the hassle of probate entirely. Our blog outlines three key strategies to help streamline the process Each of these options can save your family time, money, and emotional strain. Read the full article to learn more. https://bit.ly/3NgVOKg #Probate #EstatePlanning

Retirement is often seen as a time of leisure, but it comes with important financial decisions that shape your future. Too many financial advisors make the process about themselves, presenting complex plans filled with generic charts. At Milestone Money, we focus on your goals and the distinct stages of retirement, each with its unique life events and tax implications. Whether you want help managing your paychecks and play-checks or thoughtfully de-accumulating assets, we’re here to support your vision. You decide where to go, and we help you get there. #MilestoneMoney

Whether you’re considering a loved one or thinking ahead for yourself, planning for long-term care is essential. As you navigate through this area of retirement preparation, the substantial financial and emotional costs become more clear. To ease your path, our blog breaks down the different long-term care options—from home health aides to assisted living—and explains how insurance can play a role in managing these costs. Read the full article to explore strategies and options to protect your future and gain peace of mind for whatever lies ahead. https://bit.ly/4eUbzm9 #LongTermCare #RetirementStrategy

You’re finally in your golden years, enjoying the freedom and leisure for which you’ve worked so hard. Now’s the time to make sure your finances are as strong and steady as you want your lifestyle to be. Together, we can build a cash flow plan that brings your dreams within reach, while also putting protective measures in place to safeguard your assets. We’ll help craft a strategy with the flexibility to handle any surprises, so you can keep enjoying retirement without a worry. https://bit.ly/3zDTJVP #MidRetirement

At Milestone Money, our core values define everything we do, driving us to deliver the support you need for a fulfilling retirement. It’s About You: Your goals, dreams, and financial security come first. We start with what matters most to you and build a strategy around your vision. Keep It Simple: Retirement planning shouldn’t be overwhelming. We make the process clear and straightforward, helping you plan with confidence. It’s Our Duty: Retirement can be complex, and good advice isn’t always easy to find. We take our responsibility seriously—offering guidance that’s transparent and reliable. Go Enjoy Life: You’ve worked hard—now let us do the heavy lifting. We’ll handle the details so you can focus on what truly matters. #OurValues #MilestoneMoney

As our clients’ approach or enter early retirement, assessing financial well-being becomes crucial. At Milestone Money, we assist you in constructing a sturdy financial foundation, allocating resources to appropriate accounts, and refining your investment approach.

Planning for retirement doesn’t stop once you’ve left the workforce—it’s an ongoing process that involves making choices for every stage of life. For those in their 80s and beyond, two key options to consider are aging in place and moving to an assisted living community. Each comes with its own benefits and challenges. At Milestone Money, we help clients navigate these decisions with clarity and confidence. Our insight explores your options in the golden years to give you a better sense of your retirement roadmap. Read the full blog today to learn more: https://bit.ly/3Yai9zr

Retirement isn’t an end—it’s a fresh start. It’s about enjoying a life you’ve worked hard to create, while adapting to new financial challenges along the way. At Milestone Money, we see retirement as a journey with three unique phases, each with its own set of questions and opportunities. We work with Pre-Retirees and Retirees to validate their goals and create flexible solutions—so they can embrace every chapter of this next adventure. #WhoWeHelp #RetirementPlanning

Get started today with Milestone Money! If you’re ready to team up with retirement specialists and create a plan for more satisfying golden years, then schedule your complimentary consultation. Simply click below to fill out a contact form or click the “Get Started” button on our website to view scheduling options. We look forward to beginning this journey with you!