Milestone Financial Planning, LLC.

Milestone Financial Planning, LLC. Fee-Only Financial Planning & Investment Management Milestone Financial Planning, LLC. is a registered investment advisor.

Not your typical financial advisor - as we have CPAs on staff, we are able to incorporate expert tax advice into all our client relationships. Virtually all investment and financial planning decisions have a tax impact, and we feel that is a distinction between what we can offer and what other advisors offer. provides investment advisory and related services for clients nationally. will maintain a

ll applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://milestonefinancialplanning.com/

When was the last time you reviewed your estate plan? Creating an estate plan is an important first step, but it shouldn...
07/17/2026

When was the last time you reviewed your estate plan?

Creating an estate plan is an important first step, but it shouldn't be a one-time task. Life changes, tax laws evolve, and outdated documents can create unnecessary complications for you and your loved ones.

In our latest blog, we cover:

• Essential estate planning documents and what they do

• How planning for incapacity differs from planning for the transfer of assets after death

• Common mistakes that can make an estate plan less effective

• Why beneficiary designations, powers of attorney, and trusts should be reviewed regularly

• Questions to ask when evaluating your current estate plan

A periodic review can help determine whether your estate plan still reflects your wishes and current circumstances.

Read the full article (link in comments).

07/15/2026

Is it better to have a higher salary, more RSUs, or stock options?

The answer depends on your goals, cash flow needs, risk tolerance, and tax situation.

For a full breakdown, check out our guide linked below.

Trump Accounts are officially here, but are they the right fit for your long-term financial strategy? Join Milestone on ...
07/15/2026

Trump Accounts are officially here, but are they the right fit for your long-term financial strategy?

Join Milestone on July 29th at 12pm ET for an educational webinar exploring how Trump (Section 530A) Accounts work and what parents, grandparents, and anyone planning for the next generation should know.

Whether you're planning for a child, grandchild, or another eligible child, this webinar will provide an overview of the rules and considerations to help you evaluate how these new accounts may fit into your broader financial planning strategy.

Registration link in comments!

07/13/2026

Market headlines change quickly, but history shows that uncertainty has always been part of investing. Keeping a long-term perspective can help investors stay grounded through changing conditions.

Trump Accounts are officially here, creating new planning opportunities while adding another layer of complexity to the ...
07/10/2026

Trump Accounts are officially here, creating new planning opportunities while adding another layer of complexity to the tax code.

If you have children or grandchildren who may be eligible, these accounts could become a valuable wealth transfer tool. However, understanding the latest IRS guidance and tax reporting requirements is essential before making contributions.

This week's Milestone Minute covers:

• The official launch of Trump (Section 530A) Accounts

• New IRS guidance that simplifies gift tax reporting for many contributions

• Recent tax reporting updates, including changes to Form 1099-R and what families should know to help avoid costly mistakes

Staying informed can help you make more confident financial decisions as tax laws continue to evolve.

Read this week's Milestone Minute (link in comments).

07/08/2026

Gifting assets during your lifetime may have tax implications that are worth understanding before making significant transfers.

07/06/2026

Diversification isn’t about avoiding market movement; it’s about being prepared for it. Spreading investments across different areas can help create balance through changing conditions.

Your company offers an Employee Stock Purchase Plan (ESPP)... but is it actually worth participating? While many ESPPs p...
07/04/2026

Your company offers an Employee Stock Purchase Plan (ESPP)... but is it actually worth participating?

While many ESPPs provide the opportunity to purchase company stock at a discount, not all plans are created equal. Understanding the rules, tax implications, and potential risks can help you decide whether participating makes sense for your situation.

In our latest blog, we cover:
• How ESPPs work
• Potential tax advantages and pitfalls
• Qualified vs. Non-Qualified ESPPs
• Why discounts and lookback provisions matter
• Common strategies employees use to manage their shares

Before you enroll, make sure you understand the opportunities, and the risks.

You can find the full article on the website in the details of our profile.

07/03/2026

Estate planning is about more than creating documents, it’s about ensuring your wishes are carried out. This overview highlights common mistakes that can derail even well-intentioned plans.

07/01/2026

I’ve sat across from so many couples who have done everything "right". They’ve worked hard, climbed the ladder, and secured a significant stake in their company, all things to be proud of. But I’ve also seen the heartbreak that happens when that stock vests and they realize they haven't planned for the massive tax bill that follows.

When you’re dealing with RSUs, ISOs, or NSOs, you’re managing a complex tax event that often comes with more questions than answers. I’ve seen high earners get bumped into high tax brackets or hit with the Alternative Minimum Tax (AMT) simply because they didn't time their ISO or NSO exercises correctly. The main problem is that people often “don’t know what they don’t know”.

The complexity of stock compensation shouldn’t stand in the way of your life goals. Whether you’re wondering, “Are we paying thousands more in taxes than we need to?” or “Will we have enough for retirement?”, the objective is to eliminate the fear of making a costly mistake. My approach caters towards solving these problems so you can enjoy your time and earnings without having to stress over the details. That means creating a disciplined plan to diversify your holdings and minimize the IRS’s cut, so you can use that wealth for what matters, whether that's a career pivot, taking a sabbatical, or funding your children's future. You’ve worked hard for that equity; I’m here to assist you in keeping it.

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Bedford, NH

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

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