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.

Learn More

Preparing For a Business Valuation: A Guide For Small Business Owners

July 5, 2021 Protecting Wealth Risk Management

Preparing for a business valuation doesn't have to be complicated. This quick guide will help you understand the methods and steps required to calculate the value of a business.

RMDs For 2021: Here's What's Changing

July 2, 2021 Retirement Planning

Following the CARES and SECURE Acts, the rules for RMDs have changed in 2021. This summary will show you how.

5 Myths About Generational Wealth You've Likely Heard

June 30, 2021

Preserving wealth for generations to come is no easy feat, but there are some assumptions that just aren't true.

Gifting vs. Inheritance: Which Is Better For My Beneficiaries?

June 23, 2021

If you know that you want to leave behind money or assets for your family members, is it better to give a gift while you are still living or an inheritance after death?

Generational Wealth Planning: A Guide to Growing and Protecting Your Wealth For Decades to Come

June 3, 2021 Estate Planning Most Read

If you've amassed a significant amount of wealth, you want to know it'll be cared for by future generations. Here's how to help your loved ones become responsible stewards of your wealth.

Family Caregivers Deserve Recognition: These Are the Surprising Stats Everyone Should Know

June 2, 2021

Around 20% of Americans provide custodial care to a loved one. It's likely you or someone you know has worked hard as a family caregiver. Here's the financial toll it can take, and what other options your loved ones may have.

The FAFSA Filing Deadline Is Approaching. Is Your Paperwork in Order?

June 2, 2021 Education Planning

The deadline for filing your FAFSA is June 30, 2021. If you have yet to complete this form for the 2021-2022 school year, follow these 5 steps.

Estate Planning as an LGBTQ+ Couple: 6 Considerations to Make During Pride Month

June 1, 2021 Estate Planning

When it comes to estate planning, many LGBTQ+ couples face additional challenges in making sure their assets are protected. Here are 6 of those challenges, and what you can do to overcome them.

How to Reduce Your Financial Dependence on Dad This Father’s Day

June 1, 2021 Behavioral Finance

With a lack of financial know-how, many of us remain financially dependent on our parents as young adults. This Father's Day, give a gift that's a little different - a bit less financial dependency on your family. Here's where to start.

What Is FATCA? Understanding the Foreign Account Tax Compliance Act

June 1, 2021 Tax Planning

If you own assets outside of the United States, it's important to understand your potential tax obligations. What's a FATCA, and who does it impact? Here's what you'll need to know.