Banking & Finance
Banking & Finance
There Are Few Changes, but Some Could Impact Your Return By Dan Eger and Shannon Shainwald It’s that time again already: time to file your taxes and close out […]
The $1 Million Exemption Level Is Among the Lowest in the Country By Barbara Trombley Did you ever wonder why all of your Massachusetts neighbors move to Florida when they […]
More Than Writing Checks Banks and credit unions have long touted their role in supporting local nonprofits through philanthropic efforts, but those efforts took on more urgency over the past […]
What’s Covered? By Mark Morris When preparing a homeowners policy, insurance companies want to know all the details. They’re not being nosy — they just want to accurately cover […]
Come Together If you think you’ve seen more headlines than usual lately about insurance agencies being bought and sold, you’re not mistaken. In fact, 2021 was the fifth straight record-setting […]
Seeking a Return While year one of the pandemic taught banks how to constantly pivot — to remote work, new modes of serving customers, and multiple phases of PPP loans […]
Some Moves of Interest For a bank that’s been around for 136 years, PeoplesBank came across commercial lending fairly recently. “My predecessor, Doug Bowen, started commercial lending at PeoplesBank […]
‘A True Win-Win’ By Mark Morris Polish National Credit Union started in 1921 with an investment of $325 and has grown to more than $700 million in assets today. But […]
Contractor or Employee? By Sarah Rose Stack Even prior to the pandemic, the ‘gig economy’ was growing at unprecedented rates. That growth has only been accelerated with more traditional […]
And Why Investors Should Consider Re-evaluating This Strategy By Jeff Liguori Humans are historically bad at long-term thinking. In the world of finance, that behavior has dramatically worsened over […]
Year-end Tax Planning As the calendar turns to December, business owners and managers — and individuals as well — have a lot to think about. At or near the top […]
Dollars and Sense By Jim Moran, CPA With 2021 drawing to a close, it is time for business owners to start thinking about year-end tax-planning opportunities to minimize 2021 […]
Open for Business Businesses didn’t stop borrowing in 2020, although much of last year’s lending activity had more to do with staying afloat with Paycheck Protection Program (PPP) loans than […]
Gathering Storm During times of recession or economic upheaval, the last thing economists expect is for credit-card debt to fall. Yet, that’s exactly what happened during the first year […]
Rising Tide After a summer of heavy rains in Massachusetts — and across the Northeast, for that matter — plenty of homeowners discovered their insurance policies don’t cover flood damage, […]
