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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.


Reframing the Social Security Claiming Decision for Married Couples Thumbnail

Reframing the Social Security Claiming Decision for Married Couples

For many, correctly answering the question, “When should I begin to take my Social Security benefits?” is a critical step toward making sure their retirement income and savings last at least as long as they do. For others, who perhaps are lucky enough to have accumulated a more substantial nest-egg, the decision may have less of an impact on their ultimate chances of a “successful” retirement (as they may have enough income and/or other assets to overcome a poor choice). But let’s face it … nobody wants to leave Social Security dollars on the table because of a less-than-ideal claiming decision.

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The Unique Retirement Issues Facing Women

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:

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