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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Financially Protect Your Loved One With Disabilities: 4 Next Steps to Take

September 24, 2021

If you're a parent to a child with disabilities, there are certain measures you need to take during the estate planning process. Here are a few tips to keep in mind.

When it Comes to Estate Taxes, Are You a Smaller, a Baller or an Aller?

September 20, 2021 Estate Planning

Crypto: Currency or Investment?

September 14, 2021

Integrate Your Personal Values and Financial Goals with ESG Investing

September 8, 2021 Most Read Sustainable Investing / ESG

The Economic Impact of Hurricanes: Protecting Yourself & Your Home

August 31, 2021 Risk Management

Hurricane season is here, and it's important to be prepared. Ensuring that you and your family are ready if disaster strikes is key to keeping your loved ones safe.

Are Higher Ed Expenses Tax Deductible? A Quick Reminder for Parents

August 30, 2021 Education Planning

Sending your kid off to college comes with a hefty price tag. Here's a quick overview of what expenses may qualify for a reduction in your taxes plus 3 tax-focused savings strategies.

Does Planning End at Retirement?

August 26, 2021 Retirement Planning Most Read

By 65 you have diligently accumulated the wealth you need to retire. You’ve won the game, earning satisfaction and congratulations for completing a solid plan. Other than tee times, volunteer activities or family trips, there isn’t much planning left to do, is there?

Back to School: 5 College Planning Mistakes to Avoid

August 11, 2021 Education Planning

Sending your kid off to college comes with a hefty pricetag. As you begin the college planning process, keep these 5 common mistakes in mind.

Has Your Property Been Impacted By Wildfires? Take These Next Steps To File a Claim

July 31, 2021 Risk Management

The western United States has been hit hard by wildfires this summer. If your home or business has experienced devastation due to wildfires, here’s what you need to know about filing an insurance claim.

How to Create an Estate Plan

July 31, 2021 Estate Planning

Putting together an estate plan can feel overwhelming, but it's an integral part of seeing your final wishes through. Take time to sort through each of these items with your financial advisor to help keep your estate and your loved ones well-organized and prepared.