Skip to content
  • Who We Serve
    Retirement just around the corner?

    Let us help you prepare for your next journey.

    Learn More
    Heading into your peak earning years?

    We can help get your financial affairs in order.

    Learn More
    Retirement Planning
    Investment Management
    Tax Planning
    Estate Planning
    Insurance Consulting
    Charitable Giving
    College Planning
    • Retirement Planning
    • Investment Planning
    • Tax Planning
    • Pre-Retirement
    • Young Professionals
  • About
    • Our Approach
    • Fee-Only Financial Advisors
    • Your Team
    • Community
    • LGBTQ+ Friendly
  • Resources
    • Financial Planning (Right Capital)
    • Quarterly Reports (Advyzon)
    • Statements & Tax Documents (Fidelity)
    • Download Documents (Advyzon)
    • Upload Documents
    • Resources Explained
    • Crunching Numbers
    • Form ADV 2A Disclosure Brochure
    • Form CRS
  • Insights
    • Blog
    • Videos
    • Events
    • Milestone Minute
    • FAQs
  • Careers
Speak with an AdvisorSpeak with an Advisor

Families

Families

  • 9 Ways to Protect Your Money and Accounts from Hackers
    9 Ways to Protect Your Money and Accounts from Hackers
    By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: May 24, 2021Categories: Families, Retirement, Small Business, Working Professionals
  • Making Kids a Little Less Expensive – Big Changes to the Child Tax Credit in 2021
    Making Kids a Little Less Expensive – Big Changes to the Child Tax Credit in 2021
    By The Milestone TeamPublished On: April 29, 2021Categories: Families, Taxes
  • Big Changes to the Child and Dependent Care Tax Credits & FSAs in 2021
    Big Changes to the Child and Dependent Care Tax Credits & FSAs in 2021
    By Jonathan C. Harrington, CFP®, MSFP, MSTPublished On: March 22, 2021Categories: Families, Taxes
  • Don’t File Your 2020 Tax Return Yet! – More Tax Law Changes Coming From The American Rescue Plan Act (ARP)
    Don’t File Your 2020 Tax Return Yet! – More Tax Law Changes Coming From The American Rescue Plan Act (ARP)
    By The Milestone TeamPublished On: March 12, 2021Categories: Families, Taxes, Working Professionals
  • More Stimulus for Christmas – What to Know About the Most Recent Coronavirus Support Bill
    More Stimulus for Christmas – What to Know About the Most Recent Coronavirus Support Bill
    By The Milestone TeamPublished On: December 30, 2020Categories: Cash Management, Families, Taxes, Working Professionals
  • Can I Withdraw From My IRA or 401(K) Penalty Free? Only Until Year End
    Can I Withdraw From My IRA or 401(K) Penalty Free? Only Until Year End
    By The Milestone TeamPublished On: November 20, 2020Categories: Families, Retirement, Taxes, Working Professionals
Previous456Next

Subscribe to Our Blog & Events

This field is for validation purposes and should be left unchanged.
Name
Milestone Financial Planning Logo

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.

Page load link

Curious about learning more?
Let’s chat.

  • Home
  • Retiring Soon? Retirement Planning Made Simple
  • Peak Earning Years
  • Who We Serve
    • Retirement Planning
    • Investment Management
    • Tax Planning
    • Estate Planning
    • Insurance Consulting
    • Charitable Giving
    • College Planning
  • About
    • Our Approach
    • Fee-Only Financial Advisors
    • Your Team
    • Community
    • LGBTQ+ Friendly
  • Resources
    • Financial Planning (Right Capital)
    • Statements & Tax Documents (Fidelity)
    • Quarterly Reports (Advyzon)
    • Download Documents (Advyzon)
    • Upload Files
    • Crunching Numbers
    • Form ADV 2A Disclosure
    • Form CRS
  • Insights
    • Blog
    • Videos
    • Events
    • Milestone Minute
    • FAQs
  • Careers
  • Contact Us
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

Let’s Connect Today !Let’s Connect Today !
Go to Top