Protect yourself against identity theft
Each year, more and more Americans fall victim to some form of identity theft or fraud. In 2023, Americans reported they were the victims of more than nearly $10 billion in financial fraud.
Financial Advice
Contribute to your future
Health savings accounts (HSA) can be one of the most underutilized investment vehicles offered to individuals. HSA accounts are made available to those with a high-deductible health plan.
Cutting taxes, Republican-style
Repeal of New Hampshire's interest and dividends tax will lead to a significant decline in state tax revenues.
Don’t put all your financial eggs in one basket
If you invest heavily in one company’s stock, for instance, and that company abruptly goes bankrupt, you could lose a lot of money.
NH interest and dividends tax repealed as of Jan. 1
Starting January 1, 2025, New Hampshire taxpayers are no longer subject to the New Hampshire Interest & Dividends Tax. The I&D tax was enacted in 1923 and assessed tax on interest and dividend income.
Investing with your values can make a positive impact
With the new year brings a time of reflection and a renewed sense of purpose. What can we do to make an impact this year? What can we do to better this world, not only for ourselves but for those around us?
Money is the easy part
Investing in your health and wealth can prepare you for a long life
A prosperous 2025
With New Year’s resolutions in full swing, it’s the perfect time to review and revise your financial goals and plans, working towards a prosperous 2025.
Don’t forget about 409A in retirement agreements
Employers that want to reward a key employee by promising to pay a bonus upon retirement need to examine 409A.
Four strategies to maximize your charitable giving
While cash can be an easy and convenient vehicle to support your favorite nonprofits, there are other gifting strategies that may help maximize the value of your generosity and provide tax advantages.
