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Past Events

Past Events

  • Medicare Madness! Important Changes for 2025
    Medicare Madness! Important Changes for 2025
    By The Milestone TeamPublished On: October 2, 2024Categories: Medicare, Past Events, Video
  • Are You Ready to Retire?
    Are You Ready to Retire?
    By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: June 20, 2024Categories: Past Events, Retirement, Video
  • Tax Saving Tips for Working Professionals
    Tax Saving Tips for Working Professionals
    By Kyle Labelle, CFP®Published On: May 20, 2024Categories: Past Events, Taxes

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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 Drive, Suite 200
Bedford, NH 03110

342 Wadleigh Falls Road
Newmarket, NH 03857

319 Littleton Rd., Suite 307
Westford, MA 01886

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

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  • Home
  • Retiring Soon?
  • Peak Earning Years
  • Who We Serve
    • Retirement Planning
    • Investment Management
    • Tax Planning
    • Estate Planning
    • Insurance Consulting
    • Charitable Giving
    • College Planning
  • About
    • Your Team
    • Our Approach
    • Community
    • LGBTQ+ Friendly
    • Fee-Only
  • 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

342 Wadleigh Falls Road
Newmarket, NH 03857

319 Littleton Rd., Suite 307
Westford, MA 01886

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

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