Wealth Management: Tax Technique
Tax planning after the One Big Beautiful Bill
Author: Bryce Schuler
What’s the game plan? Managing your 401(k) through crisis
Learn how to manage your 401(k) through market volatility, emergencies, and life changes with strategies for staying invested and understanding withdrawals.
Year-end tax planning tips
Tried-and-true tax planning tips tailored for today’s political climate
2024 election: separating fact from fear
President Biden’s withdrawal marked a new phase in America’s political saga. The decision sparked intense reactions from all corners of the political spectrum. Investors were left to distill the news and determine the potential impact on markets. Emotions are expected during volatile times, but they should never drive portfolio decisions.
Key considerations in selecting a business retirement plan
A decision-making framework for business owners to choose the best retirement plan for their circumstances
Business retirement plans of the modern age
Overview of different retirement plan options for businesses in NH
New Hampshire: the tax refuge of the North?
New Hampshire is a tax-friendly enclave in a high-tax region
More news from NHBR:
Passing on your values, not just your dollars
5 tips for creating an estate plan that reflects all of your legacy
Halfway through 2026 — the market tug of war
As we close out Q2 and review the year so far, there are several interesting dynamics at play.
New lawsuit alleges coordinated fraud
As Service Credit Union (SCU) seeks a new chapter of federal bankruptcy for an unfinished senior living campus in Littleton, it filed a lawsuit in state court last month against the owners and lenders, whom it accuses of coordinated fraud and embezzlement involving a $30 million SCU construction loan.
Navigating your financial journey in wealth and trust planning
Whether you are planning for long-term growth, managing income needs, or preparing the next generation, wealth management often involves balancing multiple priorities.
Overcoming skepticism, putting AI to work
At Blueline Advisors in Exeter, chief investment officer Frank Sabin is embracing AI, with the help of the students, to better serve his clients, who have entrusted about $250 million in assets in his care.
The ABCs of long-term investing mistakes
Successful investing takes a lot of patience. Risk tolerance and time horizon are important factors in determining an appropriate investment strategy. For example, some investments would be unwise to choose if the principal is…
Tax returns illuminate how Granite Staters make money
During the last three months, hundreds of thousands of Granite Staters filed federal income taxes for Tax Year 2025.
5 financial tips to growing your business
Business growth is exciting. A big contract comes through, a new customer relationship takes off or marketing is delivering the results you expected. Financing can be a critical resource to sustain the growth. But from a lender’s perspective, growth financing is about more than momentum. The real question is whether the business can support that growth — and repay the debt that may come with it.
NH Fidelity employees returning to Merrimack campus full time
Fidelity Investments announced Wednesday that New Hampshire is one of four Fidelity sites that will transition to a full-time, on-site schedule beginning in September
