Banking & Finance
Banking & Finance
Adding It Up It’s no secret that too many Americans make poor borrowing decisions, fail to save for retirement, even lack basic budgeting skills. That financial-literacy deficit begins early, say […]
A Proactive Step That Adds Up By Joe Lemay, CPA I’m sure you’ve heard by now, but there were quite a few changes to the tax law in 2018. When […]
When Experts Become Victims By Julie Quink As professionals who counsel clients on best practices relative to fraud prevention and detection techniques, we unfortunately are not immune to fraud attempts […]
Financial Environment PeoplesBank recently issued its annual Corporate Green Report in conjunction with Earth Day 2019. Through its green values and actions to support environmental sustainability, PeoplesBank believes it can […]
Preparing for the Next Stage By Barbara Trombley, MBA, CPA, CDFA Life — and business — can shift in unexpected ways, and an ownership transition can sneak up on even […]
Retirement-income Planning By Greg Sheehan Most working Americans have only one source of steady income before they retire: Their jobs. But when you retire, your income will likely come from […]
Now Is the Time to Plan By Gina Barry In recent times, many committed couples are choosing not to get married, especially if they have been previously divorced or widowed. […]
Shelter from the Storm In the insurance world, an umbrella policy is exactly what it sounds like, sitting atop home, auto, and business insurance coverage and providing excess protection against […]
Culture of Coverage Gov. Charlie Baker announced that the Massachusetts Health Connector completed Open Enrollment with the highest membership in the 13-year history of the state’s health-insurance exchange, covering more […]
What’s in a Name? Plenty Since entering the market in 2017 through the acquisition of Merchants Bank and its branch in Springfield’s Tower Square, Community Bank, N.A. has been working […]
Merging Banks Matthew Sosik, president and CEO of bankHometown, and Robert Morton, President and CEO of Millbury Savings Bank, recently announced that the banks have signed an agreement to merge […]
Understanding Section 199A By Kristina Drzal-Houghton, CPA, MST At the close of every year, most individuals and business owners begin to think about taxes. Currently, many are anxious to find […]
Items That Add Up By Kathryn A. Sisson, CPA, MST There are many changes that businesses and individuals should be aware of under The Tax Cuts and Jobs Act (TCJA), […]
2018 Tax Planning (in 2019) By Brendan Healy, CPA Even though we’re into 2019, there are still tax-saving opportunities available for the 2018 tax year. This article summarizes a number […]
Life in the Cloud Age By Rebecca J. Connolly, CPA If you’re anything like me, you wonder what a cloud is, besides the one I see when I look out […]
