November 24, 2012 – Puritan Cape Cod Success Story

Posted by on Nov 24, 2012 in Radio Show | 0 comments

Chris is joined this week by our marketing director, Consuelo Carroll, in the first hour, discussing long term care insurance. In the show’s second hour, Chris interviews Rick Penn and Jim Penn of Puritan Cape Cod. Learn about their local success story on this week’s “Something More.”

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As a business owner, what should I know about using remote employees?

Posted by on Nov 8, 2012 in Newsletter Articles | 0 comments

Interest in the use of remote employees has greatly increased along with growth in the number of service jobs and developments in technology that enable some workers to work almost anywhere. A remote employee is someone who works away from the office, often at home, part or all of the time.

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April 28, 2012 – Tax Tips, Small Business Retirement Plans, GDP, Social Security and Market Commentary

Posted by on Apr 28, 2012 in Radio Show | 0 comments

Host, Chris Boyd, CFP®, speaks with show regular, Herb Montgomery, CFP®. Herb shares some tips for listeners of observations of common tax and financial planning missteps he observed during tax preparation season. Also covered in the first segment is a review of retirement plans small business employers may want to consider (i.e., SEP-IRA, Simple IRA, Individual 401(k) plans). In the second half of the show, Chris review important financial news during the week relating to the weaker than expected GDP in the first quarter, worries surrounding exhausting the Social Security trust funds reserves, along with observations about the “Ryan Budget proposal” and personal attacks about his faithfuless to Catholic social teaching because of his budget priorities.

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March 31, 2012 – Small Business challenges

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Small business challenges with host Chris Boyd, CFP. Guest Cheryl and Rick Quast of Canning Service Station in East Sandwich, MA share the joys and challenges of a third generation family business. Lisa Lainne of Lisa Lainne Gifts in Bourne, MA shares with us the excitement of opening up her own gift shop (her life long dream) and challenges she faced. Then Mike Burton of Slade Mortgage shares his insights into the mortgage world.

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Feb. 18, 2012 – Bum Boosa success story. Talking taxes and the market with Herb Montgomery

Posted by on Feb 18, 2012 in Radio Show | 0 comments

Bum Boosa success story. Talking taxes and the market with our sponsor Herb Montgomery of The Montgomery Finanical Group.

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