About Joe Fournier

Joseph E. Fournier is an Attorney and a CPA who has more than twenty years experience advising and leading companies and individuals in a variety of capacities. Joe received his law degree from the University of North Carolina–Chapel Hill School of Law and his Accounting degree from the University of Rhode Island. He is admitted to practice law in Connecticut, Massachusetts, and Rhode Island, and he is a CPA. He is an Adjunct Professor and lecturer at the University level and has been a frequent speaker on business planning and legal matters.

Basic Estate Planning – Four Considerations

Hopefully you have considered the benefits of doing some basic estate planning. As noted in prior blogs, it is essential for anyone with children and anyone who has any assets to distribute, regardless of age or income level, to have basic estate planning documents in place. At a minimum we recommend that you have at [...]

By | 2017-12-19T12:17:33+00:00 December 19th, 2017|Estate Planning|Comments Off on Basic Estate Planning – Four Considerations

Budgeting – How

This is a good time of year to think about your current financial performance, and to start planning for next year. Budgeting is an excellent way to start that planning process. This blog is the second in a two-part series on budgeting; in the first post we discussed WHY you may want a budget for [...]

By | 2017-12-07T14:41:37+00:00 December 7th, 2017|Business Planning|Comments Off on Budgeting – How

Budgeting – Why

Budgeting, especially when looking at current year performance as a baseline, is an excellent way to start that planning process.

By | 2017-11-30T12:59:56+00:00 November 30th, 2017|Blog|Comments Off on Budgeting – Why

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