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Taxes

Taxes

  • Last Minute Tax Moves for 2019
    Last Minute Tax Moves for 2019
    By The Milestone TeamPublished On: February 21, 2020Categories: Taxes, Working Professionals
  • SECURE Act Signed Into Law- What This Might Mean For You
    SECURE Act Signed Into Law- What This Might Mean For You
    By The Milestone TeamPublished On: December 20, 2019Categories: Estate Planning, Retirement, Taxes, Working Professionals
  • Tax Rate Arbitrage For Taxable Income $170K-$320K
    Tax Rate Arbitrage For Taxable Income $170K-$320K
    By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: December 6, 2019Categories: Taxes
  • What Gives? – Why Charitable Giving Is Down and How You Can Maximize Your Donations
    What Gives? – Why Charitable Giving Is Down and How You Can Maximize Your Donations
    By The Milestone TeamPublished On: November 22, 2019Categories: Retirement, Taxes
  • Can You Take 401(k) Funds Early? – New Rules Make it Easier, But Should You?
    Can You Take 401(k) Funds Early? – New Rules Make it Easier, But Should You?
    By The Milestone TeamPublished On: October 15, 2019Categories: Retirement, Taxes, Working Professionals
  • Make Sure Your Contractors Aren’t Employees! – New Changes for MA Employers
    Make Sure Your Contractors Aren’t Employees! – New Changes for MA Employers
    By The Milestone TeamPublished On: September 27, 2019Categories: Taxes, 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
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College Planning

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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
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    • Estate Planning
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    • 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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