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.
Author: Tom Sedoric & Casey Snyder
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
(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
More news from NHBR:
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.
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
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.
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.
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.
Overcoming skepticism, putting AI to work
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.
