When You’re Feeling “Stuck” October 25, 2023. By Lori Patterson: Feeling chronically ‘stuck’? I recently listened to author Adam Alter discuss his book Anatomy of a Breakthrough: How to Get Unstuck When It Matters Most where he mentioned the many...
What Residents Need to Know about the MA Tax Relief Bill October 13, 2023 The Massachusetts Tax Relief Bill has left many residents with questions surrounding what the true impact will be on their income and filing status. We asked Jonathan Hitter, CPA, MST, CGMA of...
Rising Home Insurance Rates Sweep the Country, Especially Florida and Coastal Regions Homeowners in Florida may be experiencing an insurance frenzy as a perfect storm of lagging policy and increasing home values are causing their home coverage policies to skyrocket,...
Back to School During Life Changes and Challenges “August is like the Sunday of Summer…” This meme has been popping up across social media and traded in text messages as adults feel the approaching close of summer and tug towards transitions into the fall. Kids have...
Investor Considerations: Interest Rates and Money Markets March 10, 2023: Inflation and interest rate movements continue to be the primary focus for investors as they keep a close eye on both the equity and fixed income markets. In fact, the headlines have remained...
Plan Ahead, and Reflect, to Save on Travel February 28, 2023: In our discussions with family, friends, clients, and colleagues, there is an ongoing theme that while still young in the year, many individuals and families have already found 2023 to be very busy and very...
