Milestone Financial Planning

Financial Planning & Fee-Only Investment Management

[Milestone Financial Planning @milestonefp]

Milestone Financial Planning, LLC (“Milestone”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Milestone and its representatives are properly licensed or exempt from licensure.
Milestone Financial Planning, LLC. provides investment advisory and related services for clients nationally. Milestone Financial Planning, LLC. will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://t.co/8xEhSN6yrp

[Milestone Financial Planning @milestonefp]

Our team had a wonderful time at the Farley White customer appreciation event last week!

Sunshine, good food, and fun games, all for a great cause. It’s amazing to see the proceeds from the event went to the New Hampshire Food Bank, supporting families in our community.

#GivingBack #NHFoodBank #MilestoneFinancialPlanning

[Milestone Financial Planning @milestonefp]

Strong financial planning is often about the details.
Overlooked items such as beneficiary designations, tax considerations, and risk exposures can have lasting consequences.
A thorough review can help uncover issues before they become costly mistakes.

[Milestone Financial Planning @milestonefp]

New proposed IRS regulations provide additional guidance on contributions to 530A accounts.

This week's Milestone Minute also covers:

• Saver’s Match: up to a 50% match on eligible retirement contributions, beginning in 2027

•  U.S. debt surpassing $40 trillion and what it could mean for Treasury yields

• Our team's Gear Up for School volunteer day

Read more:
https://t.co/yEGMLPaIpH

[Milestone Financial Planning @milestonefp]

https://t.co/zFZkJjz31k

[Milestone Financial Planning @milestonefp]

https://t.co/zFZkJjz31k

[Milestone Financial Planning @milestonefp]

Moving from MA to NH for the no state income tax and no sales tax?

It's a massive financial upside, but don't overlook the flip side: property taxes. NH has some of the highest property tax rates in the country, meaning you have to look at the whole picture before heading north.

Trying to determine if the move is right for you? Get all the details in the article linked below 👇
https://t.co/41IsxjfNxL

[Milestone Financial Planning @milestonefp]

https://t.co/wYb1Zz6x10

[Milestone Financial Planning @milestonefp]

Periods of change often bring important financial questions. A comprehensive financial plan can provide direction and clarity, helping you make informed decisions with confidence during times of uncertainty.

[Milestone Financial Planning @milestonefp]

Earning more can change more than your tax bracket.

Phased-out deductions, extra Medicare tax, investment taxes, and other considerations can all come into play.

This week's blog breaks down 10 strategies high-income earners can consider to help reduce taxable income.

Read more: https://t.co/q2yUo8KUmT

[Milestone Financial Planning @milestonefp]

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[Milestone Financial Planning @milestonefp]

https://t.co/SNsIUTR7lt

[Milestone Financial Planning @milestonefp]

For many families, childcare is one of the largest household expenses during the early years. Understanding available benefits, tax credits, and employer-sponsored programs can help reduce costs keeping long-term financial priorities on track. Planning ahead can make a meaningful difference during this important stage of life.

[Milestone Financial Planning @milestonefp]

Can a positive mindset add years to your life?

This week's Milestone Minute covers:

• The link between optimism and longevity

• A recap of our 530A Accounts webinar

• What stock market seasonality is

• The new $2,000 1099-NEC reporting threshold for 2026
Read more:
https://t.co/2kaAhUc5r2

[Milestone Financial Planning @milestonefp]

https://t.co/43nTu4nCqi

[Milestone Financial Planning @milestonefp]

https://t.co/43nTu4nCqi

[Milestone Financial Planning @milestonefp]

Welcome to our Stratham office!

We believe meeting with your financial advisor should be a welcoming and professional experience. Here's a quick tour of the space where many of those conversations take place.

If you'd like to meet with our team, give us a call at [phone] or visit our website to learn more.

📍 7B Emery Lane, Stratham, NH 03885

[Milestone Financial Planning @milestonefp]

Think your income disqualifies you from college financial aid? Think again.

Read our full guide on college planning for high earners to make sure you’re not leaving money on the table👇 https://t.co/tOP0kKtLyx

[Milestone Financial Planning @milestonefp]

An inheritance is often more than a transfer of assets, it can influence tax planning, investment decisions, and long-term goals.

This overview explores factors to consider when incorporating inherited assets into a broader financial plan.

#FinancialPlanning #Investing #Retirement #Inheritance

[Milestone Financial Planning @milestonefp]

It's not just what you invest in, it's where you hold it.

Asset location can help improve the tax efficiency of your investments over time.

We break down the 3 tax "buckets," common mistakes, and how it ties into RMDs + Medicare costs

Read more: https://t.co/IDE1E3OJBg

[Milestone Financial Planning @milestonefp]

https://t.co/zdlQxFkPDH

[Milestone Financial Planning @milestonefp]

https://t.co/zdlQxFkPDH

[Milestone Financial Planning @milestonefp]

A well-designed estate plan can help ensure assets are distributed according to your wishes.

[Milestone Financial Planning @milestonefp]

If you claim mileage, own a business, or have complex tax matters, these new IRS updates could affect you.

This week's Milestone Minute covers:
• 76¢/mile beginning July 1
• Automatic penalty relief
• A fifth conservation easement settlement window https://t.co/ixEIkXTRC7

[Milestone Financial Planning @milestonefp]

Did you know a simple signature at your bank can completely override your Will? POD and TOD account designations take absolute precedence over your estate documents.

If you aren't coordinating your bank beneficiaries with your overall plan, you could accidentally derail your whole strategy. Click the link below for more details 👇
https://t.co/8JPP2IxVj1

[Milestone Financial Planning @milestonefp]

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[Milestone Financial Planning @milestonefp]

https://t.co/KhQLx7yzuk