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Viewpoints

Viewpoints is Beacon Hill Private Wealth’s library of articles on financial planning and long-term investing. We publish practical, research-informed guidance to help individuals and families think more clearly about long-term financial decisions.

Topics commonly covered include:

  • Retirement planning and distribution decisions
  • Tax planning and after-tax strategy
  • Estate planning and legacy considerations
  • Risk management and wealth protection
  • Charitable giving and philanthropic planning
  • Behavioral finance and decision-making
  • Investment management principles

Use the categories below to explore topics most relevant to your situation.

Want to discuss your situation?

Some readers find it helpful to explore how these planning concepts relate to their own circumstances. If that would be useful, you’re welcome to request a brief introductory conversation to discuss fit and approach.


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Designing Your Spend-Down Strategy Thumbnail

Designing Your Spend-Down Strategy
Retirement Planning Most Read

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.

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Estate Planning Includes Preparing Your Heirs Thumbnail

Estate Planning Includes Preparing Your Heirs
Estate Planning Most Read

Client family values, as well as current and future goals, should inform the entire financial planning process. Done well, financial planning is about much more than investment management. That is why we begin our relationship with clients with an in-depth discovery process, the purpose of which is to explore and document the client’s values, goals, relationships, assets, risk management, advisors, process and interests.

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