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Banking & Finance

Perfect Storm Inflation ebbs and flows in unpredictable ways. The insurance world is certainly finding that out — and so are customers seeing their auto-insurance bills. “Auto insurance hasn’t kept […]

Oumkar Tobaran

Branching Out At a time when a bank’s customers can conduct business from anywhere with a few clicks, dramatic branch expansion may seem outdated. But it’s not, Ali Zaidi said, […]

Details, Details By Matthew Nash, CPA   The implementation of the Financial Accounting Standards Board’s (FASB) new lease accounting standard, ASC 842, presents a major challenge for companies that produce […]

Matt Garrity

Forward-looking Statements   Matt Garrity says it was a few years ago, when he was established in his role as executive vice president and chief lending officer at Premier Financial […]

The Goal Is Efficiency   Financial reporting isn’t all about profits. Not-for-profit entities can also benefit from implementing formal accounting processes. From preparing budgets and monitoring financial results to paying […]

Save and SECURE By Dan Eger The SECURE Act, or Setting Every Community Up for Retirement Enhancement Act, was signed into law in December 2019. This legislation made it easier […]

Bill Grinnell

Policy of Partnership   Bill Grinnell says last year’s move by Webber & Grinnell Insurance to become part of the national Alera Group hasn’t changed much about the agency’s business […]

Taking Flight Amy Jamrog says the past few years have certainly been a rough ride for investors — and anyone looking for financial advice. Indeed, between the pandemic and its […]

Saving Grace By Barbara Trombley, CPA   With a labor shortage and looming recession, attracting the right employee is more important than ever. Many small businesses are struggling to find […]

Paul Scully

Cloudy Forecast A constant flow of interest-rate increases didn’t exactly make borrowers happy in 2022, Paul Scully said, but it didn’t keep them from participating in the economy. “I think, […]

Saving Grace By Barbara Trombley, MBA, CPA   The Internal Revenue Service has announced one of the biggest jumps in decades to the cap on 401(k) contributions. Americans will be […]

Rich Kump, president and CEO of UMassFive Federal Credit Union.

Points of Interest Richard Kump says he’s disappointed by — but quite philosophical about — recent statistics showing that credit unions are not faring as well as they have historically […]

tax planning 2022

Year-end Tax Planning By Kristina Drzal Houghton, CPA, MST As another tumultuous year draws to a close, both individuals and small-business owners are advised to assess their current tax situation, […]

Learning Exercise By Charles Jacques   With the rising costs of higher education, it is even more important to effectively plan for how best to finance your future goals, regardless […]

Million-dollar Question Anew poll of Massachusetts voters conducted by Suffolk University, the Boston Globe, NBC10 Boston, and Telemundo found that 58% of respondents support ballot Question 1, compared to 37% […]