PLANNING FOR YOUR RETIREMENT?

We mean two things when we talk about planning for retirement.  The first plan is to set up a pension scheme, either a personal pension or participation in your employer sponsored occupational pension scheme.  Then you will need to regularly…

The Benefits of reading your benefit statement

If you have a pension plan do you read and understand your annual benefit statement? If you don’t here’s some free advice! In Milestone Advisory, I spend the majority of my time with clients who are approaching retirement or who have…