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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.

I can't locate my scenario in the software

Jun 18
1 min

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 5
1 min

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 23
2 min

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 13
1 min

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...

Understanding Automatic TFSA Setup in Client Plans

May 13
1 min

Understanding Automatic TFSA Setup in Client Plans

Understanding the Allocation of Savings Contributions and the Automatic Creation of Tax-Free Savings Accounts (TFSAs) in Milestones...

Options for Annuity Purchases and Investing Inheritance in Non-Registered Accounts

May 13
2 min

Options for Annuity Purchases and Investing Inheritance in Non-Registered Accounts

Exploring Strategies for Annuity Integration and Optimal Allocation of Inherited Funds Question: What options are available for...

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