Passing on your values, not just your dollars
5 tips for creating an estate plan that reflects all of your legacy
Business Advice
Managing shadow AI: a 10-point governance road map
Unapproved and unmonitored AI use is spreading inside businesses faster than leadership teams know, and it may be one of the biggest privacy and security blind spots companies have today.
Preparation drives long-term business growth
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.
Ask the Experts: Is your wealth strategy keeping up with growth?
For many business owners, building wealth is closely tied to the success of the company. But as revenue grows and priorities shift, it can be difficult to know how much cash to keep available, how much to reinvest and when to begin planning for longer-term goals.
Preparing for a smooth leadership transition
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.
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.
Breaking down barriers
Small and medium-sized enterprises (SMEs) make up the majority of businesses in NH and play a vital role in driving economic growth, innovation and job creation.
The ABCs of long-term investing mistakes
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…
Ask the Experts: Navigating New Hampshire’s volatile energy market
As the push for cleaner, more resilient energy sources continues, solar and other renewables are transforming the way New Hampshire powers homes and businesses. One industry expert shares what’s next in energy innovation, policy and adoption across the state.
Eye on Employment: The legal case for PIPs
When is a performance improvement plan an “adverse employment action”?
5 financial tips to growing your business
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.
Master Leadership: Managing your energy
A regulated nervous system supports clarity, perspective and intentional action. Leadership effectiveness isn’t only cognitive; it’s embodied.
What employers need to know about new workplace rule interpretation
NLRA guidance contains a more employer-friendly view
Ask the Experts: Planning is paramount for wills, trusts and estates
Planning for the future, particularly as a business owner, requires more than a simple will. Our panelist of professionals explore the fundamentals of estate planning, from choosing between wills and trusts to preparing for incapacity and business succession. Their insights highlight how thoughtful planning can protect assets, reduce legal complications, maximize financial benefits and ensure your wishes are carried out for both family and business interests.
Ask the Experts: Understanding assisted living
As families navigate life after retirement, a change in scenery or in housing may be in order. Our panelist addresses common myths, warning signs and the emotional decisions surrounding a move. She explains how assisted living can preserve independence, strengthen safety and create opportunities for healthier, more connected living.
Embrace vulnerability, humility
Since my October stroke and ongoing aging, I find myself thinking more about vulnerability and other important values such as humility. I think everyone should have a therapist and mine observed, “I wonder…
