Clues to help solve your financial and tax puzzles!

Archive for 'financial planning'

Find financing opportunities on Business.gov

November 12, 2008

Business.gov has launched a new Loans and Grants Search Tool to help small business owners quickly find grant, loan and venture capital programs from federal and state governments. 

financial planning - Comments closed

Do you know how long to keep financial records?

July 26, 2006

Many clients ask each year how long they need to keep copies of tax returns and other financial documents. Sometimes there is no clear answer, but for some general information, visit the latest addition to the web-site: “Organize Financial Records” in the “Client Tools” section.

financial planning - Comments closed



Leonard D. Rea, EA, CFP® (Enrolled Agent, Certified Financial Planner™)
and his team, serving individuals and businesses in the Massachusetts area since 1986.

Leonard Rea, Sturbridge Taxman

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