Banking & Finance
Banking & Finance
They Provide Investment, Retirement-planning Opportunities By Garrett Kelly, CPA Many people understand that a health savings account (HSA) is a tax-advantaged medical savings account that is paired with a […]
What Are the Risks, Rewards, and Unknown Tax Implications? By Brendan Cawley, EA and Ian Coddington, CPA While cryptocurrency has been around since 2008, its popularity has soared over […]
The People Have Spoken The numbers speak for themselves: 3,500 votes, 373 nonprofits, $15,000. That’s roughly the number of Monson Savings Bank (MSB) customers who cast votes in the […]
There Are Few Changes, but Some Could Impact Your Return By Dan Eger and Shannon Shainwald It’s that time again already: time to file your taxes and close out […]
The $1 Million Exemption Level Is Among the Lowest in the Country By Barbara Trombley Did you ever wonder why all of your Massachusetts neighbors move to Florida when they […]
More Than Writing Checks Banks and credit unions have long touted their role in supporting local nonprofits through philanthropic efforts, but those efforts took on more urgency over the past […]
What’s Covered? By Mark Morris When preparing a homeowners policy, insurance companies want to know all the details. They’re not being nosy — they just want to accurately cover […]
Come Together If you think you’ve seen more headlines than usual lately about insurance agencies being bought and sold, you’re not mistaken. In fact, 2021 was the fifth straight record-setting […]
Seeking a Return While year one of the pandemic taught banks how to constantly pivot — to remote work, new modes of serving customers, and multiple phases of PPP loans […]
Some Moves of Interest For a bank that’s been around for 136 years, PeoplesBank came across commercial lending fairly recently. “My predecessor, Doug Bowen, started commercial lending at PeoplesBank […]
‘A True Win-Win’ By Mark Morris Polish National Credit Union started in 1921 with an investment of $325 and has grown to more than $700 million in assets today. But […]
Contractor or Employee? By Sarah Rose Stack Even prior to the pandemic, the ‘gig economy’ was growing at unprecedented rates. That growth has only been accelerated with more traditional […]
And Why Investors Should Consider Re-evaluating This Strategy By Jeff Liguori Humans are historically bad at long-term thinking. In the world of finance, that behavior has dramatically worsened over […]
Year-end Tax Planning As the calendar turns to December, business owners and managers — and individuals as well — have a lot to think about. At or near the top […]
Dollars and Sense By Jim Moran, CPA With 2021 drawing to a close, it is time for business owners to start thinking about year-end tax-planning opportunities to minimize 2021 […]
