The Power of Charitable Remainder Trusts
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…
Pitt Friends Pet Supply Donation Drive
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…
Three Questions to Answer Before You Purchase Life Insurance
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…
Work Smarter—Not Harder!
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…
Estate Planning: Don’t Forget Your Pet!
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…
Buying or Leasing a Business Vehicle: 5 More Factors to Consider
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,…
Savvy Negotiating: To Get the Moon, Ask for the Stars
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,…
What to Do When Your Doctor Has Bad News
It’s what no one ever wants to hear: “The test results have come back positive.” And yet it’s quite likely that you, a loved one or both will one day…
Insightful Questions That Can Ramp Up Your Success
Want to see some amazing results in your life? Ask questions and then listen well. We have discovered that a disproportionate number of the most successful people consistently and systematically…
Important Tips on Selling Your Business
We spend lots of time talking with business owners about various strategies for exiting their businesses. Too often, we find owners choose strategies that just don’t serve them well. If…
