Banking & Finance
Banking & Finance
Lines of Defense While major data breaches at national companies justifiably make news, small businesses may not recognize that hackers target businesses of all sizes and types. But awareness is […]
Collaborative Culture When Country Bank sought to overhaul its space on South Street in Ware a few years ago — a former mill building that houses about 110 employees — […]
Expanding the Footprint Although many Freedom Credit Union members have ties to West Springfield, Glenn Welch said, the institution has never had a physical branch there. But that will soon […]
Giving Some Insight By Terri Judycki The Tax Cuts and Jobs Act (TCJA) has resulted in many changes for taxpayers. One area in particular is charitable giving. For those who […]
One Size Doesn’t Fit All With decades of investment experience under his belt — much of it for very large companies on an international scale — Trevor Forbes decided he […]
Separating Hype from Reality By Ann I Weber, Esq. Recent headlines read: “Estate Taxes Repealed for All But Mega Estates!” “Get Your Hot Dogs Here with a Complimentary Will and […]
Life Lessons Retirees say they are considerably less concerned than pre-retirees about their money lasting throughout retirement, but worry more about the financial and lifestyle implications of declining health, according […]
Tale of Two Cities Connecticut has had its share of economic challenges in recent years, including a slow but steady outmigration of residents. Many might not be aware, however, of […]
Take Caution with Section 199A By Kristina Drzal Houghton, CPA, MST On Dec. 22, 2017, the Tax Cuts and Jobs Act was signed into law, bringing the biggest changes to […]
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Upping the Ante By Kristina Drzal Houghton, CPA, MST It’s June. This is generally not the time to be thinking about taxes. In reality, though, businesses and individuals should always […]
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The Fraud Triangle By Julie Quink, CPA As a culture, we generally believe that people are honest and are trustworthy. Failures like Enron and WorldCom, whose combined fraud losses totaled […]
Matters of Policy When Massachusetts opened up its auto-insurance landscape in 2008, switching from a one-price-fits-all approach to the current model known as managed competition, it created more challenges for […]
Seeing Eye to Eye Bill Grinnell says he’s known Kevin Ross for years, both through the region’s insurance industry and socially as well. “I got to know him better at […]
Members Only Although myths persist about what credit unions are, their leaders are cheered by statistics showing that 43% of Massachusetts residents belong to one. But they know members aren’t […]
Addition by Addition Jeff Sullivan has spent more than 30 years working in and around the region’s banking community, most recently as chief operating officer for United Bank. So […]
