Upcoming Webinar: Insurance in 2026
Join us on April 8th for From Premiums to Prevention: Trends Driving Insurance in 2026, where we’ll walk through the changes affecting home and auto insurance this year and what they mean for your coverage decisions. For practical insights to help you make more confident choices about your personal insurance planning, register here.
Tax Season Update
Last Friday marked an important milestone: every tax return submitted to us for preparation has been started, and outstanding questions have been sent to clients. Tax season is thankfully drawing to a close, and our team is beginning to schedule spring planning meetings. As in prior years, the only returns we expect to file on extension for are those where we are still waiting on documentation from clients.
Private Credit: When You Can’t Get Your Money Out
The private credit liquidity story got significantly worse this week. Two large alternative-asset funds capped investor withdrawal requests at just 5% of shares, despite receiving redemption requests of more than double that. The funds cited market volatility, limited transparency concerns, and heavy exposure to software companies facing AI disruption as factors driving the surge in exit requests. This is a reminder that higher yields in private, non-traded vehicles often come with a hidden cost: you may not be able to access your money when you need it.
Medical News: Ozempic’s Surprising Second Act
In medical news, a large new study published this month found that GLP-1 receptor agonists — the drug class that includes semaglutide (Ozempic and Wegovy)– may offer significant mental health benefits beyond weight loss. Researchers found meaningful reductions in rates of depression, anxiety, psychiatric hospitalizations, and even substance use disorders among patients taking these medications. Whether the effect stems from direct brain chemistry changes, lifestyle improvements associated with weight loss, or a combination of both is still being studied.
Taxes and financial planning are complex, but you don’t have to navigate them alone. A financial advisor can help you stay informed about tax law changes, optimize your savings and investments, and avoid costly mistakes. If you need tailored guidance, our team is here to help. Talk to an advisor or call (603) 589-8010 to integrate tax planning into your comprehensive financial strategy.
Disclaimer:
This material is provided for educational and informational purposes only and is not investment, tax, legal, or financial advice. It does not consider any individual’s investment objectives, strategies, tax situation, or time horizon, and it is not an offer to sell or a solicitation to buy any security. Financial aid rules, tax laws, and school policies change frequently and vary by institution; figures cited are as of October 2026. Investing in a 529 plan involves risk, including the possible loss of principal. Before investing, review the plan’s offering documents for its investment objectives, risks, fees, and expenses, and consider whether your home state offers tax benefits only for its own plan. Please review your personal situation with your tax and/or financial advisor before acting.
Views expressed are subject to change based on market and other conditions. Any projections, market outlooks, estimates, or other forward-looking views are based on assumptions, are not indicative of future performance, and actual results may differ materially. Information is obtained from third-party sources believed to be accurate, but Milestone makes no representation as to its accuracy, completeness, or timeliness and accepts no liability for decisions based on it. Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal.
Milestone Financial Planning, LLC (“Milestone”) is a fee-only financial planning firm and registered investment advisor headquartered in Bedford, NH. Registration does not imply a certain level of skill or training. Milestone works with clients on an ongoing, long-term basis, providing financial planning, tax planning, retirement planning, and investment management services. Fees are based on assets under management and may include a financial planning fee. Milestone receives no commissions or referral fees and, as a fiduciary, is required to act in clients’ best interests. Advisory services are offered only where Milestone and its representatives are properly licensed or exempt from licensure. More information, including fees and principal risks, is available in Milestone’s Form ADV Part 2A. For help with your investments or financial planning, contact one of our fee-only advisors.
