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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Should You Be Utilizing Donor-Advised Funds in 2021? These 4 Tax Benefits May Help Make Up Your Mind

April 1, 2021 Charitable Giving

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?

If COVID-19 Made it Abundantly Clear That Your House Could Use a Furry Friend, Here Are 6 Ways to Save on Pet Adoption Costs This Year

April 1, 2021

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.

You're Biased Toward Your Own Money. Here's What We Can Do About It

April 1, 2021 Behavioral Finance

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.

Survey Says: 80% of Americans Lack Retirement Planning Knowledge. Here's What to Start Doing Differently Right Now

April 1, 2021 Retirement Planning

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.

April Is Financial Literacy Month. Do You Have These 5 Finance Basics Down?

March 22, 2021 Behavioral Finance

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.

The American Rescue Plan Act Has Passed: Here's an Overview of the $1.9 Trillion Stimulus Plan

March 15, 2021

Congress has officially passed a $1.9 trillion stimulus package. Here's an overview for business owners, families and individuals impacted by COVID-19.

How To Be Unhappy But Successful

March 10, 2021 Behavioral Finance

Are you measuring yourself in the gap or the gain?

A Federal Wealth Tax Has Been Introduced in the Senate. Here's What Affluent Families Need to Know

March 4, 2021 Estate Planning Protecting Wealth

On March 1, the Ultra-Millionaire Tax Act was introduced. If passed, certain affluent families could see their tax obligation increase.

Considering Moving Closer to Your Kids? 4 Financial Implications to Discuss First

March 4, 2021

Thinking about moving closer to your adult children? These 4 financial considerations can help you decide.

Phantom Stock for Company Executives

March 4, 2021 Retirement Planning Risk Management

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.