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 make better decisions over time.
Topics commonly covered include:
Use the categories below to explore topics most relevant to your situation.
If you’d like to discuss how these planning concepts apply to your own circumstances, you’re welcome to request an introductory conversation.
If you are nearing retirement, it's likely the onset of COVID-19 has left you questioning where you stand. We've outlined the changes in recent legislation and what you need to know now about your future income in retirement.
New legislation has passed. Discover what has changed and how it could make a major impact on your retirement savings.
New legislation has passed. Discover what has changed and how it could make a major impact on your retirement savings.
If you have the discipline and cash flow to save more than half of your income each month to put toward an early retirement, FIRE might work for you.
The holiday season is approaching, and while our focus may soon turn to turkey, travel and the New Year, we need to make sure we don’t neglect our finances before the ball drops. Below are seven financial planning opportunities that every investor should consider before year-end.
There are a number of details involved when it comes to maximizing your Social Security benefits. If you're married, it's important to consider your options for both you and your partner.
Women face at least 12 unique challenges from financial and life circumstances related to long-term retirement planning. Addressing these can be overwhelming and uncomfortable. But, only by understanding the issues can you develop strategies that will provide the greatest chance of achieving your clients’ goals. Specifically, women:
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.
