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  • Milestone Minute – September 12, 2025
    Milestone Minute – September 12, 2025
    By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: September 12, 2025Categories: Milestone Minute
  • Milestone Minute – August 29, 2025
    Milestone Minute – August 29, 2025
    By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: August 29, 2025Categories: Milestone Minute
  • Milestone Minute – August 15, 2025
    Milestone Minute – August 15, 2025
    By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: August 15, 2025Categories: Milestone Minute
  • seniors sitting on a bench at a continuing care retirement community
    What Is a Continuing Care Retirement Community (CCRC)?
    What Is a Continuing Care Retirement Community (CCRC)?
    By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: July 1, 2025Categories: Health, Retirement
  • 10 Tax Strategies for High-Income Earners to Reduce Taxable Income
    10 Tax Strategies for High-Income Earners to Reduce Taxable Income
    10 Tax Strategies for High-Income Earners to Reduce Taxable Income
    By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: June 5, 2025Categories: Taxes, Working Professionals
  • Post-Tax Season Financial Planning: Key Considerations for High Earners Approaching Retirement 
    Post-Tax Season Financial Planning: Key Considerations for High Earners Approaching Retirement 
    By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: May 9, 2025Categories: Taxes, Working Professionals
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Locations

3 Executive Park Drive, Suite 200
Bedford, NH 03110

7B Emery Lane
Stratham, NH 03885

1 Tara Boulevard, Suite 200
Nashua, NH 03062

20 Depot Street, Suite 310-12
Peterborough, NH 03458

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