Money | Milepoint Financial Services

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.

The Cost of Procrastination

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

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The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

Making Sense of HSAs and FSAs

How HSAs and FSAs might help your household.

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.

How to Read Your Credit Report

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

Making a Charitable Contribution

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

Understanding Money Market Funds

Check out this brief article which explores the role Money Market Funds may play in your portfolio.