Cyber Crime in the Era of COVID-19

The Coronavirus pandemic has changed life as we know it, almost overnight. Amidst unprecedented health and economic concerns, cybersecurity is likely the last thing on most people’s minds. Sadly, malicious attackers are capitalizing on the fear and uncertainty surrounding the pandemic to initiate new scams and cyber-attacks.

Governor Charlie Baker Announces Massachusetts COVID-19 Relief Fund

On April 6, 2020 Massachusetts Governor Charlie Baker and First Lady Lauren Baker announced the establishment of a COVID-19 Relief Fund to assist Massachusetts residents who have been most impacted by the Coronavirus pandemic.

Health Savings Accounts: FAQs

Changes in the health care marketplace, rising medical costs, and the tax advantages that health care savings accounts (HSAs) offer make them an attractive planning tool for many individuals covered by high-deductible health plans (HDHPs). I have had some questions from clients recently regarding HSAs and what they entail, so I thought it would be helpful to outline some Frequently Asked Questions, below:

5 Ways to Strengthen Your Business in 2020

Now that we’re a few months into the new year, it’s a great time to evaluate how far along you are in achieving your business goals, and outline steps you can take in the months ahead.

Smart Strategies to Stretch Your Marketing Dollars

If your marketing budget is limited, there may be ways to make that money go further. There are many smart strategies for small to midsize businesses that can stretch your marketing dollars a bit further.

A Financial Checklist You Can Handle

Starting fresh is always a great feeling, but the scale of what we set out to accomplish at the beginning of the year sometimes becomes overwhelming as the months go by. The question is, how can you stay motivated to meet your financial goals throughout the year?

3 Things Lenders Look For in a Succession Plan

Do you have a succession plan for your business? Having a clear succession plan is in the best interest of business owners’ families and their employees. However, there’s someone else who holds a key interest in the longevity of your company—your  lender.

A New Twist on Fraud Prevention: Don't Abbreviate the Date!

Fraud is nothing new. In today’s world, we are used to guarding against phone scams, email hackers, and online credit card and identity theft. But as we enter a new decade, fraud experts are advising against a new danger—abbreviating the date.

Cost Management: A Budget's Best Friend

If your company comes in over budget year after year, you may want to consider cost management. This is a formalized, systematic review of operations and resources with the stated goal of reducing costs at every level and controlling them going forward.

The SECURE Act

On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law. The SECURE Act contains 29 provisions, encompassing many aspects of financial planning and retirement saving. Once treasury regulations are released, nuances in interpreting this new law will become clearer. Until then, individuals are left to interpret the law’s effects based on the language of the law itself. This article will address what the SECURE Act entails and who it affects, as well as provide suggestions on how to plan for the changes that have been instituted.