Milestone hosted a webinar on March 12th, with guest speaker Dr. Tim Keenan, titled “How Concierge Medicine is Changing the Healthcare Landscape”. You can watch the recording here. We have another webinar coming up on April 8th where we will discuss changes to look out for in your home and auto insurance in 2026. For practical insights on how to make more confident decisions about your personal insurance planning, register here.
Manchester and Nashua NH are still in the top 5 hottest metro areas in the country for real estate. Speaking of real estate, on Thursday the Senate passed a bipartisan bill 89-10 to increase home affordability. One item in the bill limits large, institutional investors from purchasing additional single-family homes. The limit is applicable to entities that own more than 350 single family homes. Related entities are combined for the purpose of this test (for example, those that share > 25% similar ownership). The bill now goes back to the House. The White House has indicated they would recommend the President sign it in its current form. We will follow the bill’s progress.
Private credit funds are in the news again, and not in a good way. These investments promise higher yields than traditional bonds, but its important to remember that the only way to get higher yields is with more risk. Also, private credit funds usually come with significant withdrawal restrictions, so when they start to underperform, it can be difficult to get your money out. I am a fan of taking your risk in the stock side of your portfolio; keep your bonds low-risk and liquid.
Instead of chasing yield, we recommend implementing a diversified portfolio with a targeted total return that helps you reach your financial goals and avoiding mistakes that can torpedo your retirement plans.
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.
