News Archive

Winter 2014 Newsletter

Click on Dollars & $ense to view the latest newsletter, which includes articles on Rules Eased for Health Flexible Spending Accounts, Reverse Mortgage Changes and our most recent Market Thoughts as well as comparative benchmarks.

New Mortgage Rules

The Consumer Financial Protection Bureau (CFPB) has issued new mortgage rules that are scheduled to take effect on January 10, 2014. [read more].

Tune in with Cheryl Ethier, Lisa Bergeron, & Kaye Michelle

Tune in to AM790 WPRV December 6, 2013 from 3:00 to 3:30 pm ET Listen to Cheryl Ethier, Lisa Bergeron, and Kaye Michelle on Patricia Raskin Positive Business on Friday, December 6th 3:00-3:30pm ET on AM790 WPRV. Listeners can call in to the show at 401-437-5000 or 888-345-0790 and listen...

IRS and Treasury Department Provide Guidance on Same-Sex Marriage

IRS and Treasury: The U.S. Department of the Treasury and the Internal Revenue Service (IRS) have announced that same-sex couples who are legally married in jurisdictions that recognize same-sex marriage will be treated as married for all federal tax purposes. Guidance has been provided in the form of a Revenue...