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:
Use the categories below to explore topics most relevant to 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.
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.
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.
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.
Handling investments during a volatile stock market is stressful. Consider these financial stress-management tips before letting investment anxiety get the best of you.
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.
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 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.
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.
There are really only four things you can do with your money: spend it, save it, donate it to charity, or give it to the government. We examine several strategies that can help you minimize what you pay to taxes through careful and tax-conscious strategic planning.
