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/

06/03/2026

Not every financial goal fits neatly into a retirement account. Taxable accounts can provide added flexibility for investing, access to funds, and long-term planning.

06/01/2026

Inflation can quietly erode purchasing power over time. Here’s why planning for rising costs matters just as much as planning for returns.

The Vatican is officially weighing in on the AI revolution. Pope Leo XIV just released a 245-paragraph papal letter hig...
06/01/2026

The Vatican is officially weighing in on the AI revolution.

Pope Leo XIV just released a 245-paragraph papal letter highlighting one of the biggest challenges humans will ever face: preserving human dignity in a world of emerging AI technology. We encourage you to look at the full letter as the insights are refreshingly human. (link in article)

In this week’s Milestone Minute, we cover:

• New regulations that could establish fertility treatments as a standalone, tax-advantaged employee benefit

• The Vatican’s response to rapid AI advancement

• Our upcoming webinar on June 10th , highlighting the importance of travel medical insurance, including when you may need it and how to choose the correct plan

If you plan to travel abroad, we encourage you to join us for our webinar, Safe Travels: The Importance of Travel Medical Insurance with Heidi Bunnell. This session will give you everything you need to know to protect your health and your wallet when traveling outside the country. (registration link in article)

Stay informed on financial topics that may impact you.

Read this week’s Milestone Minute, link in the comments.

The Milestone team had so much fun at the 2026 Great Bay Food Truck Festival! Even with the rainy weather, there was no ...
05/29/2026

The Milestone team had so much fun at the 2026 Great Bay Food Truck Festival! Even with the rainy weather, there was no shortage of amazing food, great people, and community spirit.

Big thanks to everyone who stopped by our tent, and a big shoutout to the Exeter Area Chamber of Commerce for hosting such a fantastic event. We were proud to be a sponsor and can’t wait to come back next year!

Will your health insurance protect you while traveling abroad? Many travelers assume their current domestic health insur...
05/28/2026

Will your health insurance protect you while traveling abroad?

Many travelers assume their current domestic health insurance will cover them overseas, but that’s often not the case.

On June 10th at 12pm EST, join Milestone along with Heidi Bunnell of Affordable Health Solutions for an informative discussion on travel medical insurance and what every traveler should know before leaving the country.

Whether you already have a trip booked or aspire to travel outside the country in the near future, it’s essential to make sure your health is properly covered.

Use the link in the comments to register!

05/27/2026

Market conditions change, but having a consistent, data-driven approach can help keep decisions grounded in long-term goals rather than short-term emotions.

Happy Memorial Day🎉
05/25/2026

Happy Memorial Day🎉

What’s worse than paying taxes on your stock compensation? Paying them twice. Every year, we see professionals unknowing...
05/24/2026

What’s worse than paying taxes on your stock compensation? Paying them twice.

Every year, we see professionals unknowingly overpay thousands because of common reporting mistakes tied to RSUs, ESPPs, and stock options. And unfortunately, the tax forms you receive don’t always make it easy to catch the errors.

In this week’s blog, we break down:

• How RSU vesting and ESPP discounts show up on your W-2

• Why your Form 1099-B cost basis is often wrong

• How to use Form 8949 and Schedule D to avoid double taxation

Before you file your return, make sure you understand these key rules.

Read the full blog at the link in the comments.

05/22/2026

Election cycles often bring questions about the market. Looking at historical trends can help provide context and keep the focus on long-term planning.

05/20/2026

Is the 4% rule still realistic in today’s market?
We break down where it came from, how it works, and why retirement income planning should be personalized.

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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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