News & Insights

Extended Vehicle Warranties: Worthwhile Protection or Waste of Money?

Whether one is worth the cost depends on a number of factors. Fortunately, you don't necessarily have to decide the moment you're buying the vehicle. 

Saying "No!" to Social Security Phone Scams

Phone scammers posing as Social Security Administration officials stole more than $10 million from victims in 2018. And not all of those taken in were senior citizens.

Global Entry: Travel-with-Benefits

A $100 investment every five years can dramatically reduce the time you spend waiting in line at the airport when you travel overseas.

Long-Term Disability Insurance: A Potentially Life-Changing Investment

If you're unable to work for an extended period of time, disability insurance may be your best defense against financial hardships.

Buy-Sell Agreements: What Every Business Owner Should Know

Having a plan in place to ensure the continuity of your business should anything happen to you is essential. 

Read Dan Flanagan's New SumNEWS article on Improving Referrals

Dan's article, Proactive Matchmaking: A Better Referral Approach, appears in the May 2019 edition of this publication from the Massachusetts Society of CPAs.  

What All Women Need to Know About Estate Planning

Women generally have the last word about the final disposition of assets accumulated during their marriage.  Are you prepared to make decisions that could affect your life and your legacy?

One Simple Solution for Password Overload

There’s simply no way you can remember all the passwords to all your accounts. Fortunately, you don’t have to. 

Three Reasons Your Parents Might Be at Financial Risk

As your parents age, they may be more suspectible to fraud and less able to deal with their financial challenges.  How can you help?

Renewing Your Driver's License? It's Time to Get REAL

If you need to renew your driver's license soon, and are a frequent flier, consider “upgrading” it to a REAL ID.