Significant wealth can reduce many of life’s trouble—but it can’t eliminate them entirely. Even the richest among us have fears. What’s more, they often share many of the same worries…
Impact investing—using wealth to create positive change in the world while also benefiting financially—has become increasingly popular, as the idea of “doing well by doing good” has gained traction among…
If you decide to sell your business, you’ll likely encounter two main types of buyers: financial and strategic. Each type has its own intentions for wanting to buy your…
A growing number of individuals and families want to use some of their wealth to support the causes and organizations they care about most. From helping those less fortunate to…
At Milestone Wealth, we're very dedicated to many causes in our community, including ones that support our furry friends! We are proudly sponsoring a donation drive for crucial pet supplies…
Life insurance can be an extremely important, even essential, part of your financial plan. One of its most attractive aspects for many individuals and families is the death benefit of…
Reclaim your time and energy to live your best life Each of us has just 168 hours per week to accomplish our tasks and goals—at work, at home and out…
If you are part of the 68 percent of U.S. households that own a pet*, you probably think of it as a true member of the family—one you love and…
If you don’t understand the subtle tax and financial nuances involved in this decision, don’t worry, you’re not alone. In Part One, we discussed what you get for your money,…
One key way to build serious wealth—whether in a business or your everyday life—is to effectively and consistently negotiate deals that are good for you and your bottom line. Ideally,…
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