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Banking & Finance

Preparing for 2025 By Daniel Cardi   If there’s one thing we all learned in 2024, it’s this: scammers aren’t slowing down. From texts that pose as Amazon to fake […]

Scammed in a Crypto Scheme? By Sean Wandrei   Have you received a text lately from strangers who think they know you or want to be your friend? I have […]

Rich Kump says UMassFive College Federal Credit Union is persevering

Setting Its Sites Rich Kump says UMassFive College Federal Credit Union is in a mood to “make up for some lost time.” Elaborating, he flashed back more than two years, […]

Insuring Against the Worst Amid the wildfires that ravaged Los Angeles last month, the U.S. Department of the Treasury’s Federal Insurance Office (FIO) released the most comprehensive data on homeowners’ insurance […]

State of Change By Jeff Laboe, EA   As winter approaches, many Massachusetts residents, particularly in the colder regions, may contemplate relocating to a warmer climate (or to lower-taxed states). […]

A True Win-win By Lauren Foley What if there were a way to support a preferred sponsoring organization while also receiving a valuable tax benefit? Giving to a donor-advised fund […]

Investing in the Future   To put 100 years in perspective, Tim Suffish considered his own time at St. Germain Investment Management. “It’s crazy to think I’ve been with St. […]

Merger of Equals Berkshire Hills Bancorp Inc., the parent company of Berkshire Bank, and Brookline Bancorp Inc., the parent company of Brookline Bank, Bank Rhode Island, and PCSB Bank, recently […]

More Than Writing Checks   A community bank should be about, well, the community. That’s the prevailing thought, anyway, among bank and credit-union leaders throughout the Western Mass. region when it […]

Before the Storm By Lisa Eugin   As winter approaches, business owners need to prepare for colder temperatures, possible snow, and other seasonal challenges that can disrupt operations. Taking time to winterize your […]

Timm Marini, president of Personal Lines Insurance at Hub International New England.

Real Talk on Artificial Intelligence By Timm Marini Artificial intelligence can help give nonprofits a leg up with donors and benefactors, but better AI safeguards may be needed to defend […]

Weighing the Options By Keara King   With the rapid growth of social media, we are more connected than ever, allowing immediate and constant access to a wealth of advice […]

Turning the Corner Jeff Sullivan says the ‘drill’ is now part of doing business — an important part, and an expensive part. He was referring to a recent exercise at […]

Despite Uncertainty in Washington, Solid Advice Abounds By Kristina Drzal Houghton, CPA As we come to the end of 2024, it’s time to discuss end-of-year tax planning. This past year […]

Rules of the Road By Jack Dowd   Holiday season, which will ramp up over the next few months, is peak travel time. “From Atlantic to Pacific / Gee, the […]