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Team Member Spotlight Series – Evan Marquis, CFP®, EA

By The Milestone Team|Categories: Team Member Spotlight, Working Professionals|

How to Reduce Taxes in Retirement

By Kathryn Wiggins|Categories: Retirement, Taxes|Tags: Retirement|

What Happens to Unused 529 Funds?

By Garrett Climo, CFP®|Categories: College, Families, Student Loans|

10 Tax Strategies for High-Income Earners to Reduce Taxable Income

By Jennifer L. Climo, CPA, CFP®, MSFP|Categories: Taxes, Working Professionals|Tags: High Earners|

Asset Location Explained: How Smarter Placement Can Reduce Taxes

By Kyle Labelle, CFP®, RICP®|Categories: Cash Management, Investments, Taxes|

Estate Planning 101: Key Documents to Protect Your Wishes

By Kyle Labelle, CFP®, RICP®|Categories: Estate Planning, Families|

Is an Employee Stock Purchase Plan Worth It? What to Know Before You Enroll in an ESPP

By Kyle Labelle, CFP®, RICP®|Categories: Investments, Stock Options, Taxes, Working Professionals|

What Does It Mean to Be Fee-Only?

By Garrett Climo, CFP®|Categories: Fiduciary|

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