From the Team

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Recent Insights

Familiar Meeting

Making Cents: Are you Suffering from Familiarity Risk?

Unless you are a CPA who audits public companies, you’ve probably never heard of familiarity risk.  Familiarity risk are risks that you may be incurring that are easily masked by something or someone that you simply become used to. Being too familiar with any situation may cause your guard to become lower than it should…

napier construction

Office Construction Begins!

We have been planning for the last few months to update our office space, and the day is finally here. Our office has not been updated in a decade, so we are very excited to give it a fresh look. On Saturday, the demolition crew will begin taking down a few walls, ripping up the…


Making Cents: Starting A Small Business In Retirement

Everyone’s vision of retirement is different. Certainly the idea of retirement in 2023 is different than it was in 1950. Today’s retiree is more active, with many to-dos on the bucket list and the time and resources to pursue their vision. To some that means starting a small business. Maybe it’s your hobby that you’ve…


Taking a Bite Out of the Apple

It had been years since we last visited, so a couple of weeks ago when my son was home on his school break, my family decided to take the Acela down to the Big Apple with the goal of being nothing other than tourists for a few days. It can be daunting trying to figure…

fdic logo

Making Cents: How Can The FDIC Help?

The banking industry has seen a bit of upheaval over the past week, and we’ve seen some market volatility as a result.  I’m sure you’ve seen the images of the people lining up in front of their SVB-owned local bank, hoping to get their savings back. There’s been a lot of talk about the government’s…

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