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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Money and Happiness

June 24, 2020

We discuss ways to spend money that have been shown to provide a greater level of contentment and joy.

What Is ‘Bracket Creep’ and How Do You Avoid It?

June 9, 2020 Tax Planning

With so much financial information coming at us each day, and at a time when everything seems to be changing, trying to stay on top of the terminology can be overwhelming. It can be a daunting task even to begin figuring out whether you, personally, need to pay attention to any of it.

Is COVID-19 Creating An Education Planning Crisis?

June 9, 2020

Your Employer Suspended Its 401(k) Matching During COVID-19. Now What?

June 1, 2020

16.1% of employers have cut matching 401(k) contributions in light of COVID-19. If this happened to you, or you're worried it could, here are the next steps you should be taking right away to still save for retirement.

4 Areas of Your Estate Plan to Review in Light of COVID-19

May 21, 2020 Estate Planning

People are taking time during the COVID-19 crisis to update their finances and important life documents. Here are four estate plan details you should focus on in light of the current pandemic.

Investments Keeping You Up at Night? Managing Stress During Market Volatility

May 20, 2020 Behavioral Finance

Handling investments during a volatile stock market is stressful. Consider these financial stress-management tips before letting investment anxiety get the best of you.

6 Steps to Help Protect a Loved One from Financial Elder Abuse

May 8, 2020 Financial Abuse

Financial elder abuse can take numerous forms, and its impact on a loved ones emotional, physical and financial health can be significant and long-lasting. To help protect an aging loved one in your life, consider starting on the following six steps.

A Guide to Trusts for Estate Planning

April 27, 2020 Estate Planning

You don't have to have millions in the bank to benefit from establishing a trust. Learn the truth about trusts the surprising advantages you could be missing out on.

The CARES Act Has Waived RMD Distributions for 2020. Here's What You Should Know

April 24, 2020 Retirement Planning

The CARES Act has allowed retirees to forego taking their RMDs for the rest of 2020. Learn why this could be a money-saving move and what else you need to know with this quick guide.

Can I Still Retire? How COVID-19 Is Affecting Retirement Plans Right Now

April 24, 2020 Retirement Planning

If you are nearing retirement, it's likely the onset of COVID-19 has left you questioning where you stand. We've outlined the changes in recent legislation and what you need to know now about your future income in retirement.