Author: Tom Sedoric & Casey Snyder

10 tax planning commandments before the bell tolls on 2023

But fear not; careful tax planning can really pay off, boosting the overall returns on your investments by lowering the taxes you may have to pay.

We can’t wait to fix Social Security

The U.S. is running out of road to kick the can down

‘Trusted contacts’: A key defense against scams

They can be an additional layer of protection

Love your accountant

Why you should never take tax experts’ knowledge and advice for granted

National Debt Debt Ceiling & Usa Credit Worthiness

(Opinion) A fiscal earthquake with no adults present

In less than a decade, the U.S. went from the world’s largest global creditor nation to the largest debtor nation.

What makes an investor a successful client?

A look at the winning habits needed to develop the right mindset

What does ‘fiduciary’ actually mean?

The term is used widely, but the true impact of fiduciaries can go unnoticed

Preparing for the unexpected

Change is the only constant when it comes to our personal finances

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Endpoint Security Is A Crucial Aspect Of Cyber Defense, Providin

AI is changing cybersecurity – and cyberattacks

Cyber and payment fraud losses are board-level risks for every organization, escalating the need for strong, modern security systems

Senior Couple, Documents And Sign Contract For Life Insurance Or Home Mortgage. Discussion, Signature And Retired Elderly Man And Woman Signing Legal Paperwork For Will Or Loan Application Together.

What does a successful wealth transfer plan look like?

How to begin building a wealth transfer plan around the outcomes you want to achieve

Navigating a fixed rate interest strategy

Interest rates affect nearly every business decision — from expansion plans to asset acquisition to operational budgeting.

It's Worth Knowing: An aging state faces challenges with its senior population

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.

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.