Milestone is hosting a webinar on March 12th, with guest speaker Dr. Tim Keenan, titled “How Concierge Medicine is Changing the Healthcare Landscape”. You can sign up for the webinar here.
On February 6, 2026, Dimensional Fund Advisors reached $1 trillion in global assets under management. As most clients know, our model stock portfolios are made up of Dimensional funds.
US Department of Education Student loan borrowing limits may be changing: The DOE has issued proposed rules to establish new, lower loan limits for graduate students and creating a distinct, higher-limit category for “professional students” for loans made on or after 7/1/2026. A key provision is the new definition of “professional student,” which includes only the following professions:
• Pharmacy (Pharm.D.)
• Dentistry (D.D.S./D.M.D.)
• Veterinary Medicine (D.V.M.)
• Chiropractic (D.C.)
• Law (J.D./L.L.B.)
• Medicine (M.D.)
• Optometry (O.D.)
• Osteopathic Medicine (D.O.)
• Podiatry (D.P.M.)
• Clinical Psychology (Psy.D. or Ph.D.)
• Theology (M.Div., M.H.L.)
This is critical as professional students can borrow up to $50,000 annually ($200,000 aggregate) from the DOE, while graduate students are capped at $20,500 annually ($100,000 aggregate). The DOE explicitly determined that business degrees, such as a Master of Business Administration (MBA), do not meet the new definition because they are not required for professional entry or licensure.
There is pending legislation to add accounting, nursing and other professions to this list. A final rule is expected by July 1, 2026.
It’s important to note that private loans can be used to fill this gap in lending.
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.
