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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.
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.
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.
Over the past several months, weโ€™ve had more conversations with clients about concentration risk than at any point in recent years.
Todayโ€™s scams are becoming far more targeted, more convincing, and harder to recognize.
As we refreshed our look and how we communicate, it reinforced a belief we see every day in our work with clients.
The holiday season is a wonderful time of year, but it also brings a noticeable uptick in scam attempts.
Best of the Lakes Region 2026 Winner logo with a sun graphic and gold trim.

Awards

2026 Best of the Lakes Region

Gold: Financial Advisor/Planner