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Banking & Finance

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 […]

Mike Buckmaster

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 […]

Matthew Sosik

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 […]

Richard Kump, president and CEO of UMassFive.

Developments of Interest As the name suggests, the UMassFive College Credit Union was launched to serve employees at UMass Amherst. But it quickly expanded its mission to the other schools […]

The new Holyoke branch

Taking Account In this era of rampant mobile banking, opening a physical branch is a different proposition than it used to be, Matt Sosik said. But it’s still an important […]

Gary Thomas

Life Goals In an ever-changing world — one in which career trends, technology, and, yes, financial markets have a way of shifting — it can be daunting to craft an […]

Julia Coffey brought this selection of mushrooms to a local farmers market

Sowing Seeds Julia Coffey’s business was mushrooming — in more ways than one. In fact, her enterprise, Mycoterra Farm, specializes in mushrooms. And when she was looking for a larger […]

Five Hot Tax Topics The Tax Cuts and Jobs Act represents a seismic shift within the broad realm of accounting and tax planning, and some of the aftershocks may not […]

Tax-Incentives

New Rules of the Road By Julie Quink, CPA In 2018, nonprofit organizations face implementation of the first major overhaul of accounting standards in two decades. The goal of the […]