Beacon Hill Private Wealth clients enjoy access to a wealth of our continuously updated insights, educational resources and our dedicated blog content. As a trusted, go-to voice in the industry, we also publish some of our findings, perspectives and blog articles for everyone’s benefit.
A letter of intent is a keepsake for loved ones, but it also helps reduce the challenge of organizing an estate. Here are some things that should be included in any letter of intent.
With last night’s election and ongoing health and economic concerns related to COVID-19, uncertainty remains high, as it has for most of 2020. Unfortunately, this is likely to continue well into 2021 on health, financial and societal fronts. As investors, it’s never enjoyable to navigate periods like this, so we wanted to step back and reinforce our perspective on financial markets as we head into the close of 2020.
Who wins the 2020 presidential election could have a profound impact on your estate and gift tax obligations moving forward. As the election day results are now just days away, here's what you need to know.
As a medical professional, you work, live and breathe your profession. Your job is demanding, your financial situation is complicated and you need someone who can take the reins and guide you from residency to retirement. While searching for the right financial advisor for you, ask questions about your unique financial concerns, gather recommendations from your peers and find someone who will be in it for the long-haul.
The global pandemic has changed the way we interact with others - including your financial advisor. Should you consider working with a virtual advisor full time, or are you better off searching for someone local?
Traditional retirement planning is less effective when spouses stop working at different ages. Here are a few things to take into account as you prepare for this next chapter.
While you may have chosen to save using a traditional IRA, you do have the option to switch to tax-free retirement income. Who should consider a Roth conversion, and who should stay away? We've got your biggest questions answered.
Illustrating or diagramming your wealth transfer plan can help provide clarity into dense estate documents to help with implementation. We explain how to create a quick glance at your estate legacy you envision.
Only 16.4 percent of U.S. high school students are required to take a personal finance course. It's up to you as a parent to teach your children financial basics. Here are 5 steps to get you started on the right foot.
Many people think of retirement planning as saving enough money to live the lifestyle they’ve envisioned and do the things they’ve planned. But that’s only part of having a successful retirement. The financial skills and planning you need for this new phase of life are different and often more complicated — and ideally should be implemented before retirement begins. We can help you develop a spend-down strategy to decrease your tax costs and increase your odds of having enough money in retirement.