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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% […]

Modern Cost Accounting By James T. Krupienski The cost of delivering healthcare has been rising for years, and the current cost-accounting approach may no longer be effective in the post-COVID-19 […]

Thomas Meshako

Taking the Reins   Greenfield Savings Bank (GSB) announced the appointment of Thomas Meshako as president and CEO. He brings to the role more than 40 years of experience in […]

Uncertain Times   Another month, another rate increase from the Fed. The moves aren’t unexpected, and are needed to slow inflation, but they are concerning, especially to borrowers. “We haven’t […]

Growing Concerns By Ian Coddington   You may be a business owner looking to expand into a new market, purchase new equipment, or conduct development on a new product or […]

Investing for the Long Run By Barbara Trombley, CPA, MBA   As I write this article, the S&P 500 index, which tracks the performance of 500 large companies in the […]