Happy New Year!
A rash of positive economic data was released recently. US gross domestic product (GDP) grew at a high annualized rate of 4.3% for the quarter ended September 30, 2025. New jobless claims for the week ended December 20 came in lower than expected. Inflation as measured by the Consumer Price Index was estimated at 2.7% for the 12 months ended November (excluding October, which wasn’t collected due to the government shutdown).
Postmarks are changing! The United States Postal Service has changed when postmarks are applied. They are no longer applied when the mail arrives at the post office, which can cause tax problems for procrastinators everywhere. You can no longer mail a document on a specific date (say, April 15) and rely on the USPS to stamp it as proof of mailing for the IRS or any other reason.
Congratulations to our own Planning Associate Garrett Climo who obtained his CFP® certification in December!
New Team Member Spotlight: Please welcome our new Human Resources Associate, Georgie Sawyer, to the Milestone team! Georgie is a SHRM-CP with over 15 years of HR experience and is a board member of the Seacoast Human Resources Association. Her background in community focused roles and her dedication to lifelong learning align seamlessly with our B Corp mission to be a force for good. We are excited to have her with us.
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 is not to be considered investment, tax, or financial advice. Please review your personal situation with your tax and/or financial advisor. Milestone Financial Planning, LLC (Milestone) is a fee-only financial planning firm and registered investment advisor in Bedford, NH. Milestone works with clients on a long-term, ongoing basis. Our fees are based on the assets that we manage and may include an annual financial planning subscription fee. Clients receive financial planning, tax planning, retirement planning, and investment management services and have unlimited access to our advisors. We receive no commissions or referral fees. We put our client’s interests first. If you need assistance with your investments or financial planning, please reach out to one of our fee-only advisors. Advisory services are only offered to clients or prospective clients where Milestone and its representatives are properly licensed or exempt from licensure. Past performance shown is not indicative of future results, which could differ substantially.
