Cutting taxes, Republican-style
Repeal of New Hampshire's interest and dividends tax will lead to a significant decline in state tax revenues.
Financial Advice
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NH interest and dividends tax repealed as of Jan. 1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.
Want to retire early? Read this first.
As a financial advisor, I have seen firsthand how much planning it takes to retire early. Deciding to leave the workforce (and say goodbye to your steady paycheck) earlier than you previously intended to may come with many considerations.
10 important questions to ask before you retire
Unfortunately, only half of Americans have calculated how much they need to save for retirement — leaving many people completely unprepared for this next chapter.
