Don’t put all your financial eggs in one basket
If you invest heavily in one company’s stock, for instance, and that company abruptly goes bankrupt, you could lose a lot of money.
Author: Joseph H. Guyton
A prosperous 2025
With New Year’s resolutions in full swing, it’s the perfect time to review and revise your financial goals and plans, working towards a prosperous 2025.
10 important questions to ask before you retire
Unfortunately, only half of Americans have calculated how much they need to save for retirement — leaving many people completely unprepared for this next chapter.
Planning for the next generation
Preparation is crucial for family-owned businesses
How much money is enough to retire on?
How much money will you need to retire? That’s the million-dollar question. Is a million dollars enough for retirement, though?
Redefining retirement
The concept of retirement is evolving, as people look at options beyond “traditional” retirement, like phased retirement, second “later in life” careers, and alternative income streams. So, how, and why, are we redefining retirement?
Protect your financial future
Take stock of these eight financial tips for 2024
Are you fiscally comfortable?
Gain confidence to improve your financial health with tips from Joseph H. Guyton
Will you have enough money to retire comfortably?
The earlier you begin retirement income planning, the better
Planning your exit strategy
Business owners should have a road map in place long before they actually leave
The secret to planning your retirement journey
Modeling makes it possible to identify potential new strategies that can create more flexibility and balance
The secret to planning a successful retirement
It’s key to create a model with multiple strategies that can be activated over time in order to maximize income
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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.
Want to retire early? Read this first
Learn how to define your dream retirement, calculate costs, adjust savings, plan for healthcare, and invest wisely to make early retirement a reality with expert tips from a financial advisor.
