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Banking & Finance

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 […]

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 […]