Should You Be Utilizing Donor-Advised Funds in 2021? These 4 Tax Benefits May Help Make Up Your Mind
A donor-advised fund can help you maximize your charitable deductions for the year. But did you know it also comes with additional tax benefits?
At Beacon Hill Private Wealth, we believe that financial success is rooted in evidence-based strategies and informed decision-making. Our "Viewpoints" blog is designed to provide high-net-worth individuals with research-backed insights, actionable strategies, and expert perspectives on the most pressing financial topics.
From advanced portfolio management techniques to planning for retirement and navigating market volatility, our articles distill complex financial principles into clear, actionable steps. We focus on helping you grow, protect, and manage your wealth by aligning proven financial theory with the practical realities of today's markets. Whether you are interested in optimizing tax efficiency, understanding the benefits of diversification, or exploring alternative investments, our content offers the depth and clarity you need to make confident decisions.
Explore our diverse range of topics, and discover how our evidence-based approach can simplify your financial life while helping you achieve your long-term goals. We invite you to dive into our expert-driven articles and gain the knowledge needed to preserve and grow your wealth.
If these insights resonate with your goals, we invite you to take the next step. Schedule a complimentary consultation to explore how we can craft a personalized, evidence-based financial plan tailored to your unique circumstances.
A donor-advised fund can help you maximize your charitable deductions for the year. But did you know it also comes with additional tax benefits?
With lockdown orders throughout most of 2020 and continuing into 2021, pet adoptions have soared. If you are also looking to adopt a furry friend, these 6 tips can help you save on adoption fees.
No one's unbiased when it comes to managing or investing their own money. Here's what you need to know about your own behavioral bias, and how we can help overcome it together.
You know you need to start preparing now for a peaceful retirement, but sometimes it's hard to know where to start. If you're uncertain about your next steps, here are 6 things to start doing differently right now.
With Spring on the way, April brings us another reason to celebrate - it's Financial Literacy Month! Test your own financial knowledge by reviewing these 5 must-know money basics.
Congress has officially passed a $1.9 trillion stimulus package. Here's an overview for business owners, families and individuals impacted by COVID-19.
Are you measuring yourself in the gap or the gain?
On March 1, the Ultra-Millionaire Tax Act was introduced. If passed, certain affluent families could see their tax obligation increase.
Thinking about moving closer to your adult children? These 4 financial considerations can help you decide.
High-level executives and directors are often incentivized with complex compensation packages. If your business is offering a phantom stock plan, here's what you need to know.