Insights

 

4 min read

Key Components of a Financial Business Plan for Restaurants

A business that has a solid financial plan in place isn’t guaranteed to succeed, but a business with no financial plan is practically doomed. Restaurant owners, who operate in a uniquely challenging market, can’t afford to neglect careful financial...

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Parents in blue look at their baby and discuss legal guardianship.

4 min read

Legal Guardianship Decisions for Kids: What You Must Consider

Of all the decisions you make during theestate planning process, legal guardianship decisions are...

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A mother and father smile and walk behind a young child learning to ride a bicycle. Families, business and individuals may benefit from the 2024 Massachusetts tax relief law.

1 min read

Meaningful Massachusetts Tax Relief in 2024

The recently passed tax relief and reform package in Massachusetts is worth $1 billion and is...

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A restaurant owner and chef greets diners in his restaurant. Working with an accountant on restaurant industry best practices helps chefs like this run their business better.

3 min read

Essential Restaurant Accounting Practices for Thriving Restaurants

Given the thin profit margins and high failure rate of the restaurant industry, an owner needs to...

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A wedding party toasts a bride and groom at an outdoor reception. Newlywed couples should learn about the marriage tax penalty and how to plan for it.

3 min read

Marriage Tax Penalty: What High-Income Couples Need to Know

While every new marriage looks different, many newly-married couples have one thing in common:...

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An HSA, or healthcare savings account, can be a valuable tool to grow wealth and afford medical care in retirement.

4 min read

Are You Taking Full Advantage of an HSA as a Retirement Saving Tool?

Health savings accounts are prized by many for their short-term benefits. HSA contributions are...

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A dad teaches his young child to ride a bike.  She is smiling!  Investment vs. speculation

3 min read

Investment vs. Speculation: Understanding Key Differences and Strategies

Learning to invest is much like learning a new language. A lot of people understand enough about...

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A woman sits at her computer and considers navigating complex estate planning.

4 min read

Navigating Complex Estate Planning Questions and Choices

You’re making decisions about family, money and your own unpredictable future—so it’s hardly...

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A server delivering a meal to happy restaurant customers on Massachusetts Sales Tax Holiday.

3 min read

How Restaurant Owners Can Maximize the Upcoming Tax Holiday

Massachusetts consumers are already making plans to maximize the upcoming sales tax holiday....

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More people are choosing to work past 65 like this woman drinking coffee at a work function. Medicare penalty.

5 min read

Working Past 65? Plan Ahead To Avoid a Medicare Penalty

If you’re nearing 65 and not ready to retire, you’re in good company. Currently, more than 10...

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