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Families

Families

  • 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
  • Christmas in October? – Why You Should Consider Starting Your Holiday Shopping Early This Year
    Christmas in October? – Why You Should Consider Starting Your Holiday Shopping Early This Year
    By The Milestone TeamPublished On: October 9, 2020Categories: Cash Management, Families
  • Got Seeds? – What Mysterious Packages Have To Do With Identity Protection
    Got Seeds? – What Mysterious Packages Have To Do With Identity Protection
    By The Milestone TeamPublished On: July 31, 2020Categories: Families, Working Professionals
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Serving Clients in New England and Nationwide

Our Services

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

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Our Approach
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Locations

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

7B Emery Lane
Stratham, NH 03885 

319 Littleton Rd., Suite 307
Westford, MA 01886

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

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

3 Executive Park Drive, Suite 200
Bedford, NH 03110

7B Emery Lane
Stratham, NH 03885

319 Littleton Rd., Suite 307
Westford, MA 01886

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

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