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If you are married and your joint taxable income is between $170,000 and $320,000 you are in the 24% tax bracket. This means the wage income you earn between $170,000 and $320,000 is taxed at 24%. If your income will fall in between these limits for the foreseeable future, you should consider whether or not you think your marginal tax rate will continue to be as low as 24% over the next 0-10 years. Note that under current law, the marginal tax rate on that level of income is set to increase to 28%-33% starting in 2026. That’s a huge difference in taxes paid!!

Milestone Financial Planning is excited to announce that after months of hard work, we can finally call ourselves a B-Corp. For those who aren't familiar of B-Corporations, they are for-profit companies that seek to be a force for good by helping to build a more inclusive and sustainable economy. Milestone is the first B-Corporation investment advisor in New Hampshire and joins the ranks of other well-known B-Corporations

Americans are known for being some of the most generous people on Earth. In fact, according to the CAF World Giving Index, the US was the most charitable nation over the past decade.  Since the stock market is near record highs, unemployment is low, and the US economy continues to grow; it would be expected for the giving trend to continue. However, at first blush this may not be the case

As financial advisors we are always encouraging our clients to save more for retirement. We find that it's often best to set up the savings to come directly out of your paycheck so it's out of sight, out of mind. That's why we're so excited that contribution limits are increasing for many retirement savings plans in 2020. 

Phishing is an increasing problem in today’s society. Scammers are using texts, emails and instant messages to gain access to individual’s and company’s data for malicious purposes. The FBI reports that people lost $30 million to phishing schemes in one year.

We recently presented a webinar on Elder Fraud. In this post we explore some of the highlights from the webinar.