CARES Act brings relief for retirement plan participants
Wealth management advice from an expert at McLane Middleton
Author: Christopher Paul
Estate planning for the business owner
There are more than 10 million small business owners in America. Seventy percent of family-owned businesses fail shortly after the transition to the next generation, often as a result of family discord, taxes, lack of liquidity or inexperienced management. A…
More news from NHBR:
Stretching the IRA in a post–SECURE Act 2.0 world: special rules for disabled beneficiaries
For families navigating both retirement planning and long-term care, the life-expectancy exception offers a powerful opportunity to preserve wealth across generations.
Smart strategies for building and protecting wealth
Careful planning around succession, market changes and investment choices can help you feel more confident about the years ahead.
Employee education: The missing piece in retirement plans
A 2024 Human Interest study found 91% of employees with access to financial wellness education enrolled in their workplace retirement plan, compared to just 76% enrollment without it.
5 essential conversations to have with your financial advisor
Investors should be asking their financial advisors crucial questions at various points in time.
Tax planning and policy
The recently enacted One Big Beautiful Bill Act (2025) has shifted some timelines on tax policies, and our expert highlights some provisions that New Hampshire business owners should notice.
Online business fraud continues to increase
Cyber scams cost U.S. businesses $16.6B in 2023. Learn key steps to protect your company from phishing, data breaches, and AI-driven threats.
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.
