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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Who Is Your Financial Mentor?

January 3, 2022

Explore the value of cultivating a financial mentor, a professional who can guide and help you develop your financial strategy as you make important decisions.

How to Invest in Your Health in 2022

January 3, 2022

Health is an investment, too. Let’s talk about how HSAs, FSAs and procedure strategies can help.

January Is National Financial Wellness Month

January 3, 2022 Behavioral Finance

January is Financial Wellness Month, a time to check-in with your financial strategy.

7 Money-Saving Actions to Take Before Year-End

December 2, 2021 Retirement Planning Tax Planning Most Read

Before 2021 ends, be sure to check out our list of seven money-saving actions that may help you maintain the greatest amount of after-tax wealth.

Estate Planning in 2022: Do You Have These Documents Prepared?

November 29, 2021 Estate Planning

Estate planning isn’t a fun topic to think about, but it’s important to have everything in order. Learn about some of the most important documents to include in your estate plan.

What Is a Living Trust?

November 29, 2021 Estate Planning

A living trust may be a powerful tool in your estate planning toolbox. Learn more about what living trusts are and if they make sense for you.

December Is Identity Theft Protection Awareness Month

November 22, 2021

It’s important to keep your personal data safe, both on- and offline. Learn some important identity theft prevention tips here.

Restricted Stock Units (RSU): Understanding Your Equity Compensation Options

October 31, 2021

When it comes to compensation, many companies now provide equity and stock-based benefits to their employees.

Estate Taxes May Be Amended Soon

October 22, 2021

Right now, Congress is considering a number of tax law changes, including an adjustment to current estate tax law to help pay for the Build Back Better Plan. This timely piece examines current estate taxes and cautions against any sudden estate changes in the near future.

Maximize Your Impact: Charitable Giving Strategies

October 20, 2021

With the giving season nearly upon us, now is an excellent time to revisit your charitable intentions for the year. After all, our values tend to guide many of our financial decisions, including charitable giving goals, so it’s natural to incorporate both into a holistic plan.