Milestone Money

The decision about how to manage inherited wealth can be complicated by several factors: the nature of the assets, their cost basis, your own financial picture, and others. A qualified, professional financial advisor can be a huge help in figuring out what to do. Our article offers some helpful guidance.

I Inherited Stock: What Should I Do Next? - Milestone Money Inheriting stock can feel overwhelming. Learn how stepped-up cost basis, concentrated holdings, and a clear financial plan can help you manage inherited stock wisely and protect your long-term goals.

A retirement upsurge among the Baby Boom generation is creating ripple effects across multiple industries, and one of those effects is an increase in the options available for retirees who want to secure their options not only in the early years, but also in the later years of retirement. Our article provides some basic information about continuing care retirement centers and how they can fit into the retirement planning picture.

Is a Continuing Care Retirement Center Right for You? - Milestone Money Explore the pros and cons of Continuing Care Retirement Centers (CCRCs)—from costs and contracts to lifestyle and healthcare—so you can decide if they fit your retirement plan.

There’s a lot of economic uncertainty in the air these days, and for some, that may generate concerns about being ushered into retirement sooner than anticipated. Whether because of downsizing, strategic changes, or other reasons, sometimes retirement comes “too soon.” Our article offers some advice and encouragement.

“Sooner Than I Planned”: What to Do When Your Retirement Seems Premature - Milestone Money Forced to retire early? You're not alone. Here's how to navigate the financial (and emotional) curveballs of unexpected retirement.