Speak with an AdvisorSpeak with an Advisor

jclimo

jclimo

Milestone Minute – January 2, 2026
Milestone Minute – January 2, 2026
By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: January 2, 2026Categories: Milestone Minute
Milestone Minute – December 19, 2025
Milestone Minute – December 19, 2025
By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: December 19, 2025Categories: Milestone Minute
Internet and Online Security Revisited
Internet and Online Security Revisited
By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: December 11, 2025Categories: Cybersecurity, Security
Milestone Minute – December 5, 2025
Milestone Minute – December 5, 2025
By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: December 5, 2025Categories: Milestone Minute
10 Common Retirement Mistakes and How to Avoid Them
10 Common Retirement Mistakes and How to Avoid Them
By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: November 26, 2025Categories: Retirement, Investments, Medicare, Social Security
Milestone Minute – November 21, 2025
Milestone Minute – November 21, 2025
By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: November 21, 2025Categories: Milestone Minute

Subscribe to Our Blog & Events

X/Twitter

This field is for validation purposes and should be left unchanged.

CAPTCHA

Name

Email

Serving Clients in New England and Nationwide

Our Services

Retirement Planning
Investment Management
Tax Planning
Estate Planning
Insurance Consulting
Charitable Giving
College Planning

About Us

Your Team
Our Approach
Community
LGBTQ+ Friendly
Fee-Only
Careers

Locations

3 Executive Park Dr., Suite 200
Bedford, NH 03110

7B Emery Lane
Stratham, NH 03885

1 Tara Boulevard, Suite 200
Nashua, NH 03062

20 Depot St., Suite 310-12
Peterborough, NH 03458

Privacy Policy | Disclosure | Form CRS | ADV Brochure
© All rights reserved. • Milestone Financial Planning, LLC
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.