Milestone Financial Planning, LLC.

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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 all 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/

Starting in 2027, donating to K–12 scholarship programs could come with a dollar-for-dollar federal tax credit of up to ...
10/16/2026

Starting in 2027, donating to K–12 scholarship programs could come with a dollar-for-dollar federal tax credit of up to $1,700 per person.

New Hampshire has opted into the program, while Maine and Massachusetts had not as of September 14, 2026. But living in a nonparticipating state doesn't necessarily mean you can't qualify.

This week’s Milestone Minute also covers:

• How Microsoft OneDrive’s Digital Legacy feature lets someone you trust access important files and photos if something happens to you

• New research linking the shingles vaccine to lower dementia risk

• Our October 20 webinar exploring the 4% rule and what it means for retirement income planning

Staying informed about developments like these can help you make more informed financial decisions.

Read this week’s Milestone Minute: https://milestonefinancialplanning.com/blog/milestone-minute-october-16-2026/

Think your income is too high for college financial aid? It may be worth a second look. Some higher-cost schools offer a...
10/12/2026

Think your income is too high for college financial aid? It may be worth a second look.

Some higher-cost schools offer aid to families earning well into six figures, and merit aid doesn't depend on financial need.

In our latest guide, we cover:

• Why you should file the FAFSA no matter your income

• What counts as an asset on aid forms

• How grandparent-owned 529 plans are now treated

• Why your child's sophomore year is a crucial part of college planning

• What to know about new limits on Parent PLUS loans

Read the full guide: https://milestonefinancialplanning.com/blog/financial-aid-for-high-income-families-a-2027-28-planning-guide/

A new law could make it easier to deduct losses from recent federal disasters, even if you don't itemize. The Doug LaMal...
10/02/2026

A new law could make it easier to deduct losses from recent federal disasters, even if you don't itemize.

The Doug LaMalfa Federal Disaster Tax Relief Certainty Act, signed into law on Sept. 11, 2026, extends relief to qualifying losses from federally declared disasters beginning after July 4, 2025, and before January 1, 2027. Qualifying losses above a $500 floor can be added to the standard deduction, and the 10% AGI threshold no longer applies.

This week's Milestone Minute also covers:

• IRS Notice 2026-62 and new guidance on certain 351 conversions, a strategy used to diversify concentrated stock positions while seeking to avoid realizing capital gains

• Research on GLP-1 medications and how quickly their heart health benefits may fade after treatment stops

• Our upcoming October 20th webinar on the evolution of the 4% rule

Keeping track of shifts like these can help you make more informed financial decisions.

Read this week's Milestone Minute here: https://milestonefinancialplanning.com/blog/milestone-minute-october-2-2026/

10/01/2026

Life transitions can bring a wave of financial decisions, but most of them don't need to be made right away. Giving yourself time to rest, process, and seek the right guidance can help you make thoughtful choices for you and your family.

09/28/2026

Financial planning should never feel rushed or driven by pressure. The most effective decisions are built on thoughtful conversations, careful analysis, and a clear understanding of what matters most to you and your family.

Meet Evan Marquis, CFP®, EA, an Advisor in our Stratham office! Evan joined Milestone in 2023 as a Planning Associate an...
09/25/2026

Meet Evan Marquis, CFP®, EA, an Advisor in our Stratham office!

Evan joined Milestone in 2023 as a Planning Associate and transitioned into the Advisor role. With a background in tax planning and a love of the outdoors, he brings a thoughtful, relationship-focused approach to his work.

In our latest Team Member Spotlight, Evan shares what drew him to financial planning, what keeps him motivated, and what he values most about working with clients.

Read the full article (link in comments).

At the end of August, the Milestone team traded spreadsheets for fishing rods during a chartered trip out on the ocean. ...
09/24/2026

At the end of August, the Milestone team traded spreadsheets for fishing rods during a chartered trip out on the ocean. Beautiful weather, great company, and a few team members landed some seriously impressive striped bass!

A major Social Security tax change is on the table. Senators Bernie Moreno and Elizabeth Warren are proposing to elimina...
09/18/2026

A major Social Security tax change is on the table.

Senators Bernie Moreno and Elizabeth Warren are proposing to eliminate the cap on Social Security payroll taxes, currently set at $184,500. Without a matching increase in benefits, this move alone could push out the trust fund's solvency timeline to 2058. It would still need backing from both sides to pass the Senate, but it's an important sign that lawmakers are starting to tackle the issue.

This week's Milestone Minute also covers:

• The IRS's paycheck checkup reminder during National Payroll Week

• A new study linking regular stair climbing to a lower risk of heart-related death

• A discount for USI clients on Moen's water shut-off valve

Keeping track of shifts like these can help you make more informed financial decisions.

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

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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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