Resources and News
Articles
82% May Be Missing Benefits After a Death
After a loss, there is more to take care of than the funeral. Some families may also have benefits...
5 Questions to Ask Before Exercising Your Stock Options
For many executives, stock options can represent a significant opportunity to build long-term...
10 Tax Saving Strategies Business Owners Should Know Before Selling Their Business
How much of the sale proceeds will you actually keep? It's one of the most important questions business owners should ask before selling their business, yet it's often overlooked until a deal is already underway. Taxes can be one of the largest costs associated with...
The Hidden Rules Inside Pension Survivor Benefits Most Families Don’t Know About
When most people think about retirement income, they focus on savings, Social Security, and investments. One of the most overlooked pieces is pension survivor benefits, and it is often where families are most surprised later on. Pensions are a key source of income for...
A Widow’s Financial Checklist
Helping Your Spouse Feel Prepared, Supported, and Less Overwhelmed No one likes to think about the possibility of losing a spouse. It is emotional, uncomfortable, and easy to put off for “someday later.” But one of the most caring things you can do for your husband or...
Financial Considerations in New Hampshire for Widows
What Changes After a Spouse Passes When a spouse passes away, life changes in ways that go far beyond grief. For surviving spouses, the financial picture shifts quickly, and in ways they were not expecting. In New Hampshire, there are fewer statewide “widow specific”...
The Five Most Important Financial Items to Keep Regularly Up to Date
Life changes fast. Financial documents often do not. Many families spend years building wealth, yet important details like beneficiaries, account titling, or estate documents may not have been reviewed in quite some time.A few simple updates can help create more...
Breaking Down the New “Trump Account” for Minors
What Is a Trump Account? A Trump Account is a tax-advantaged investment vehicle for minors under the age of 18. It can best be thought of as a “starter IRA.” One of its most notable advantages is that, unlike a Traditional or Roth IRA, the child does not need earned...
What to Do in the First 30 Days After Losing a Spouse (MA & NH Guide)
Losing a spouse is an overwhelming experience. In the days that follow, it can feel as though everything requires your immediate attention, but in reality, very little does. During the first 30 days, the focus should be on addressing a few essential financial and...
The Hidden Risks That Can Derail Your Business Exit in 2026
As you prepare for an eventual exit from your business, it’s critical to understand the risks that can erode value—especially in today’s evolving regulatory and economic environment in Massachusetts and New Hampshire. Common Threats to Business Value Key employees...
Examples of How We Have Supported Widowed Clients
Many widows come to us overwhelmed and unsure of what needs attention first. Between life insurance decisions, accounts in a spouse’s name, paperwork, tax questions, and day-to-day responsibilities, it can all feel overwhelming, especially during an already emotional...
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