Upcoming Webinar: Insurance in 2026
Join us on April 8th for From Premiums to Prevention: Trends Driving Insurance in 2026, where we’ll walk through the changes affecting home and auto insurance this year and what they mean for your coverage decisions. For practical insights to help you make more confident choices about your personal insurance planning, register here.
Tax Season Update
Last Friday marked an important milestone: every tax return submitted to us for preparation has been started, and outstanding questions have been sent to clients. Tax season is thankfully drawing to a close, and our team is beginning to schedule spring planning meetings. As in prior years, the only returns we expect to file on extension for are those where we are still waiting on documentation from clients.
Private Credit: When You Can’t Get Your Money Out
The private credit liquidity story got significantly worse this week. Two large alternative-asset funds capped investor withdrawal requests at just 5% of shares, despite receiving redemption requests of more than double that. The funds cited market volatility, limited transparency concerns, and heavy exposure to software companies facing AI disruption as factors driving the surge in exit requests. This is a reminder that higher yields in private, non-traded vehicles often come with a hidden cost: you may not be able to access your money when you need it.
Medical News: Ozempic’s Surprising Second Act
In medical news, a large new study published this month found that GLP-1 receptor agonists — the drug class that includes semaglutide (Ozempic and Wegovy)– may offer significant mental health benefits beyond weight loss. Researchers found meaningful reductions in rates of depression, anxiety, psychiatric hospitalizations, and even substance use disorders among patients taking these medications. Whether the effect stems from direct brain chemistry changes, lifestyle improvements associated with weight loss, or a combination of both is still being studied.
Taxes and financial planning are complex, but you don’t have to navigate them alone. A financial advisor can help you stay informed about tax law changes, optimize your savings and investments, and avoid costly mistakes. If you need tailored guidance, our team is here to help. Talk to an advisor or call (603) 589-8010 to integrate tax planning into your comprehensive financial strategy.
Disclaimer: This is not to be considered investment, tax, or financial advice. Please review your personal situation with your tax and/or financial advisor. Milestone Financial Planning, LLC (Milestone) is a fee-only financial planning firm and registered investment advisor in Bedford, NH. Milestone works with clients on a long-term, ongoing basis. Our fees are based on the assets that we manage and may include an annual financial planning subscription fee. Clients receive financial planning, tax planning, retirement planning, and investment management services and have unlimited access to our advisors. We receive no commissions or referral fees. We put our client’s interests first. If you need assistance with your investments or financial planning, please reach out to one of our fee-only advisors. Advisory services are only offered to clients or prospective clients where Milestone and its representatives are properly licensed or exempt from licensure. Past performance shown is not indicative of future results, which could differ substantially.
