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Blogadmin2026-04-27T13:57:36-04:00

Team Member Spotlight Series – Jennifer L. Climo, CPA, CFP®, MSFP

By The Milestone Team|Categories: Team Member Spotlight, Working Professionals|

Cost of Living in NH vs. MA: How Moving North Impacts Your Finances

By The Milestone Team|Categories: Taxes|

The One Big Beautiful Tax Bill: What’s New and What You Should Know

By Jonathan C. Harrington, CFP®, MSFP, MST|Categories: Taxes|

Financial Aid and Paying for College for High-Income Families

By Dan Koppel, MSFS, CFP®|Categories: College, Student Loans|

What Is a Continuing Care Retirement Community (CCRC)?

By Jennifer L. Climo, CPA, CFP®, MSFP|Categories: Health, Long Term Care, Retirement|

Can I Afford Healthcare in Retirement?

By Garrett Climo, CFP®|Categories: Healthcare, Retirement|

10 Tax Strategies for High-Income Earners to Reduce Taxable Income

By Jennifer L. Climo, CPA, CFP®, MSFP|Categories: Taxes, Working Professionals|Tags: High Earners|

Planning a Secure Retirement: Strategies for Long-Term Wealth and Health Care Planning

By Steve Jacobsmeier, CFP®, ChFC®, CLU®|Categories: Investments, Retirement|

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