Estate planning in a crisis
Coronavirus has created opportunities worth evaluating
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Coronavirus has created opportunities worth evaluating
One of the things I enjoy most about working with New Hampshire business owners is hearing what they’re building toward. Whether it’s growth, succession or greater stability, our conversations are almost always about the future.
Succession planning for your business goes beyond naming the next leader. It involves preserving continuity for your employees and customers, as well as supporting the company’s long-term success.
Whether you are planning for long-term growth, managing income needs, or preparing the next generation, wealth management often involves balancing multiple priorities.
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…
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.
Our post-pandemic business environment has brought about myriad challenges that make cash flow forecasting much more difficult than it was five years ago. Many businesses are navigating supply chain challenges, volatile demand and lingering inflation — all key indicators of future cash flow.
When it comes to building and preserving wealth, most investors understand the importance of asset allocation — determining the right mix of stocks, bonds and other investments based on their risk. But there’s another layer of strategy that often gets overlooked: asset location.
Achieving financial independence — that is, living comfortably while knowing your money will last — is a goal shared by many.
Tax planning after the One Big Beautiful Bill