Travel Medical Insurance Webinar
Join Milestone Financial Planning along with Heidi Bunnell of Affordable Health Solutions LLC on June 10th, 2026 at 12pm EST for details on travel medical insurance, including when you may need it, what is (and isn’t) covered, and how to choose the right plan.
Fertility Treatments May Become A New Kind of Employee Benefit
The Departments of the Treasury, Labor, and Health and Human Services have issued proposed regulations that would establish fertility benefits as a new category of tax-advantaged employee benefit. This change would allow employers to offer coverage for fertility treatments as a stand-alone benefit, separate from health insurance and exempt from certain ACA requirements.
To qualify, such benefits must be limited to diagnosing, mitigating, or treating infertility and related conditions. The proposal establishes a lifetime benefit limit of $120,000 per participant, which would be indexed for medical inflation for plan years beginning after 12/31/27.
The Pope and Artificial Intelligence
Pope Leo XIV (the first American pope) issued a special papal letter that is focused on preserving human dignity in the face of AI. The pope signed the letter on May 15 but released it on May 25 in a ceremony that followed a panel including one of the co-founders of Anthropic, the creator of Claude.ai. Last year, shortly after he was elected, the Pope said that the Church could offer unique advice regarding developments in the field of artificial intelligence that pose new challenges for the defense of human dignity, justice and labor. In the letter, he posits that technology takes on the character of those who design, fund and control it; and that AI may create a new form of inequality. I cannot possibly accurately summarize the 245-paragraph letter here; I suggest you read it for yourself.
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.
