Author: Mark Paluzzi

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.

More news from NHBR:

Consider ESOP planning as part of your wealth management

After years of building a business, it is common for owners to seek an exit strategy that preserves the culture and rewards the employees who helped make the business successful. An employee stock ownership plan, or ESOP, is one way to accomplish that goal.

Cyber crime legislation aims to protect victims from bad decisions

SB 482, which goes into effect in December, sets a daily conversion limit of $2,000 per digital transaction kiosks.

Hometown Financial Group to acquire Primary Bank

Bedford-based Primary Bank is merging with Easthampton, Mass.-based Hometown Financial Group in a transaction valued at $160 million in cash and stock.

Passing on your values, not just your dollars

5 tips for creating an estate plan that reflects all of your legacy

Business, Growth, Investment, Strategy, Leadership, Innovation,

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.

Magnifying Glass On Fraud Document For Investigative Research, C

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.