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:
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. The views expressed in this commentary are subject to change based on market and other conditions. These documents may contain certain statements that may be deemed forward-looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.
All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.
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.
