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.
5 tips for creating an estate plan that reflects all of your legacy
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.
6 tips for effective estate planning
It's still a fact in 2026 that New Hampshire has the second oldest population in the United States — 43.4 median age — tied with Vermont and topped only by Maine. Most senior citizens in New Hampshire say it's a great place to retire. But it depends on life's circumstances.
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.
SB 482, which goes into effect in December, sets a daily conversion limit of $2,000 per digital transaction kiosks.
Bedford-based Primary Bank is merging with Easthampton, Mass.-based Hometown Financial Group in a transaction valued at $160 million in cash and stock.
5 tips for creating an estate plan that reflects all of your legacy
As we close out Q2 and review the year so far, there are several interesting dynamics at play.
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.
Whether you are planning for long-term growth, managing income needs, or preparing the next generation, wealth management often involves balancing multiple priorities.
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.
