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Formerly Cascades Financial Solutions

Learning Hub

Welcome to Milestones Retirement Insights. Our hub is dedicated to providing you with resources to help you navigate retirement income planning with confidence and clarity. From financial strategies to tips, we're here to guide you every step of the way.

Why a Withdrawal Strategy is Essential for Retirement Success — And How Milestones Retirement Insights Can Help

3 days ago4 min read

Why a Withdrawal Strategy is Essential for Retirement Success — And How Milestones Retirement Insights Can Help

Secure your retirement with a smart withdrawal strategy. Learn how Milestones Retirement Insights makes it simple and efficient.

Understanding OAS Clawback Timing and Estate Calculations

4 days ago2 min read

Understanding OAS Clawback Timing and Estate Calculations

The OAS clawback kicks in later due to strategic income deferrals, with taxable income exceeding thresholds during specific retirement phase

I can't locate my scenario in the software

Jun 181 min read

I can't locate my scenario in the software

By following these steps, you can ensure that your account information and scenario data are not lost and can be easily recalled when needed

How to: Add a rental property

Jun 51 min read

How to: Add a rental property

Incorporating rental property income into your Milestones Retirement Insights plan is a straightforward process that can significantly boost

How to: Create a Household and a Plan with Milestones Retirement Insights

May 232 min read

How to: Create a Household and a Plan with Milestones Retirement Insights

Process of creating a household and starting a plan

Drawdown Strategy Variation Based on Retirement Status

May 131 min read

Drawdown Strategy Variation Based on Retirement Status

Exploring Fund Depletion Order in Accordance with Retirement Status Input Question: If one 's input is "not retired", does the Income...

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