Money | Milestone Investment Management LLC

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

Saving for College 101

Here's a crash course on saving for college.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Understanding the Basics of ESG Investing

Find out how to align your money with your personal values with this helpful introduction to sustainable investing.

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

The History of Currency

Currency has been around for a long time. Here's a quick history lesson.

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Saving for College 101

Here's a crash course on saving for college.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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Articles

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

The Psychology of Money: Why People Make Emotional Decisions

Learn how to better understand how emotions affect money decisions and learn simple ways to respond more intentionally.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

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Videos

Saving for College 101

Here's a crash course on saving for college.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

View all videos