What does a successful wealth transfer plan look like?
How to begin building a wealth transfer plan around the outcomes you want to achieve
Financial Advice
(Market & Main Streets) Tough budgets ahead
It’s October and as the leaves fall, town budget committees, school boards and select-boards are beginning the process that will culminate in Town Meeting as snow starts to melt in March. The famous quote is that “all politics is local,” but in New Hampshire so are budgets.
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.
Our economic secret weapon
It’s not often that an institutional leader embarks on a mission to eliminate their job. That is the proposal of Cathy Provencher, the current chancellor of the University System of New Hampshire.
The hidden cost of child care: What NH businesses need to know
New Hampshire businesses are facing a workforce challenge that goes beyond wages and hiring.
Passing on your values, not just your dollars
5 tips for creating an estate plan that reflects all of your legacy
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.
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.
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…
