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Insights & News from NHTrust

Read NHTrust news and gain practical insights on planning, investing, trusts, retirement and New Hampshire-based advantages to help you make informed financial decisions.

After nearly thirty years of helping people prepare for retirement, I've learned that "enough" has very little to do with reaching a specific dollar amount. It has everything to do with whether your savings can support the life you want to live.
NHTrust welcomes Christina Bradbury, DBA, CMA, CBDA, CFPยฎ as Senior Vice President, Senior Wealth Advisor. Based out of NHTrustโ€™s Concord office at 89 North Main Street, Bradbury will work with individuals, families and organizations to create tailored strategies that support both immediate goals and long-term wealth management.
The challenge is that predictions are easy to make and very hard to get right consistently. Thatโ€™s why we focus on process instead.
Would you hand a complete copy of your tax return to a stranger? Most people wouldnโ€™t. Yet many people are now uploading tax returns, trust documents, investment statements and other personal information into artificial intelligence platforms every day.
NHTrust is pleased to announce its partnership with Cheshire Medical Center through a $25,000 commitment to its โ€œOur Community, Our Futureโ€ capital campaign.
The trustee is responsible for carrying out the trustโ€™s instructionsโ€”often for yearsโ€”so the decision deserves as much attention as the words in the document itself.
NHTrust is pleased to announce the promotion of Fabiana Pereira to Assistant Vice President, Wealth and Financial Advisor.
Tax filing season is winding down. Once the return is signed and submitted, most people file the documents away, hopefully for the recommended seven years, and move on until next spring.
When we sit down for a review meeting, it can be easy to assume the focus is only on performance. While performance is important, itโ€™s just one piece of a much bigger picture.