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 material is provided for educational and informational purposes only and is not investment, tax, legal, or financial advice. It does not consider any individual’s investment objectives, strategies, tax situation, or time horizon, and it is not an offer to sell or a solicitation to buy any security. Financial aid rules, tax laws, and school policies change frequently and vary by institution; figures cited are as of October 2026. Investing in a 529 plan involves risk, including the possible loss of principal. Before investing, review the plan’s offering documents for its investment objectives, risks, fees, and expenses, and consider whether your home state offers tax benefits only for its own plan. Please review your personal situation with your tax and/or financial advisor before acting.
Views expressed are subject to change based on market and other conditions. Any projections, market outlooks, estimates, or other forward-looking views are based on assumptions, are not indicative of future performance, and actual results may differ materially. Information is obtained from third-party sources believed to be accurate, but Milestone makes no representation as to its accuracy, completeness, or timeliness and accepts no liability for decisions based on it. Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal.
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.
