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.

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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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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.

When It Comes to SMAs, How Do You Measure the Impact of Personalization?

October 1, 2021 Investment Management Tax Planning Sustainable Investing / ESG

Preparing for a Single Retirement? 4 Tips for Women

September 30, 2021

Retirement planning is no easy feat and this is especially true for single women. These 4 tips will help you prepare so that you can have a stronger financial future.

Estate Planning Awareness Month: Rethink These 8 Estate Strategy Myths

September 30, 2021

With Fall in full swing, did you know it's National Estate Planning Awareness Month? If you've made assumptions about the estate planning process in the past, check out these 8 myths debunked.

High-Level Executives & Retirement: Understanding SERPs

September 30, 2021

As a C-Suite executive, your company may offer you a Supplemental Executive Retirement Plan. Before making any changes to your current retirement savings strategy, review these considerations first.

9 Questions to Ask Yourself During the Estate Planning Process

September 30, 2021

You want to check off all the boxes when it comes to making an estate planning strategy. But it can be hard to see what you may still be missing. As you work with your financial professional, start by reviewing these 9 questions.

8 Legal Documents Parents and College Students Should Sign

September 27, 2021

For those who have a child in college, have you gone over the "what if" scenarios with them? In case of emergency, you and your college student will want to have this paperwork filled out ahead.

Medicare Open Enrollment Begins Oct. 15th. What Does That Means For Me?

September 26, 2021

Are you ready for Medicare's open enrollment? Here are a few changes you can make to your health coverage during this time.