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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How March Madness Is Like Investing

March 2, 2020

Have you ever wondered how to apply March Madness to your financial well-being? There may be parallels between your bracket selection and investing.

How to Live Well Together With Your Partner in Retirement

March 2, 2020

You may have years of experience living with each other but in this upcoming chapter of retirement it’s important to consider a few factors that will help you maintain a healthy and beneficial relationship with your spouse or partner.

Educate Your Heirs

February 10, 2020 Estate Planning

One of the best gifts you can leave your heirs is education about money in general and your financial affairs specifically.

Top 5 Things Business Owners Should Know About a SEP IRA

February 4, 2020

Own your own business? Whether you're going it alone or managing some top-level talent, you may want to consider offering an SEP IRA. Get started with 5 quick facts as you consider this retirement plan option.

Planning Inheritances for Your Children

January 27, 2020

One of the most common financial goals people have is to set their children up for long-term financial success. For many, this involves establishing inheritances. Use these tips to help you start determining how to best distribute your assets.

You, Your Retirement and the SECURE Act

January 2, 2020 Retirement Planning Tax Planning

New legislation has passed. Discover what has changed and how it could make a major impact on your retirement savings.

5 Ways to Prepare Personal Finance Before Critical Illness Happens

January 2, 2020

It's a very real possibility that illness can wipe out all savings and even push a person to bankruptcy. Here's 5 ways to prepare before the illness occurs.

The SECURE Act Has Passed. What Does it Mean for Your Retirement?

January 2, 2020 Retirement Planning Tax Planning

New legislation has passed. Discover what has changed and how it could make a major impact on your retirement savings.

How to Estimate What Your Social Security Payments Will Be

January 2, 2020

You've imagined your dream retirement, but how can you know if you’ll be able to afford it? Estimating your Social Security benefits is an important component to any retirement plan.

How to Get Your Adult Children to Stop Relying on You Financially

January 2, 2020

Are you still paying your children’s phone bill or offering financial assistance when they ask for it? Supporting your adult children can decrease your chances of a quality retirement and inhibit their growth. If it’s time to smoothly cut the cord — follow these 4 steps to ease the process!