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Thank You For Voting Us #1, Again
A big THANK YOU to all of our local supporters for voting us #1 again in the Wicked Local Readers Choice Awards. This year we have again, won #1 Favorite Accountant in Wrentham and #1 Favorite Financial Planner in Wrentham. We also brought home the Bronze Award for...
Important Life Insurance Reminders to Consider
Over the last several months, COVID made clear the fragility of life and how uncertain financial stability can be. In recognition of Life Insurance Awareness month, here are some important reminders to consider. Are your beneficiaries updated? Any life changes...
Tax Breaks for Teachers and Educators
While many schools are switching to hybrid or remote learning models, teachers and other educators should remember that they can still deduct certain unreimbursed expenses such as classroom supplies, training, and travel. Deducting these expenses helps reduce the...
Why Now Is The Best Time to Buy Life Insurance
The sluggish economy continues to put financial strain on many of us. So it just makes sense to examine our budgets and look for ways to trim the fat from our monthly expenses and put more into savings, if possible. That’s a great way to help stabilize your finances,...
IRS Announces Interest Payments to 13.9 Million Refund Recipients
Receiving a tax refund might be the only thing people like about filing their return, and it looks like some taxpayers are getting just a little more money from the Department of Treasury. The Internal Revenue Service announced last week that it “will send interest...



