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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What is a Family Business Succession Plan and Do I Need One for My Business?

December 2, 2019

Family business succession planning doesn't have to cause headaches. Learn 4 key tips to developing a plan for a smooth transition for the next generation.

How to Be a Good Steward of Your Inheritance

November 26, 2019 Behavioral Finance Estate Planning

When receiving an inheritance, you’ll likely experience a flood of emotions. However, you have many options when it comes to being a good steward of your inheritance and you shouldn’t make these big decisions alone.

Living a Life Worthy of a Legacy at Any Age

November 26, 2019 Estate Planning

Best Practices When Paying Off Medical School Debt

November 17, 2019 Behavioral Finance

Medical school debt can have a profound impact on the life of any physician. We're sharing smart ways to pay off your medical school debt to make sure that it doesn't cost you any more than it needs to.

6 Signs Your Elderly Parents May Need Help With Their Finances

November 14, 2019 Financial Abuse Protecting Wealth

As our parents age, it’s natural to worry and wonder about their health. But looking early on for financial troubles as well could save you and your family from hassle and headaches later down the line.

How to Craft a More Fulfilling Vacation

November 7, 2019

With the back-to-school chaos behind us, the year’s end and the recurring planning topics that correspond with those boxes on the calendar—tax and retirement planning, and especially charitable giving—start coming into sharper focus. I love hearing the stories behind my clients’ charitable interests and causes, at this or any time of the year, and I’m always intrigued to learn more about how others map their values onto their lives. As we’ve begun to craft a theme of giving and volunteerism through our own family narrative, these discussions have led us to pursue an unorthodox approach to our most recent vacation.

The Foundational Aspects of Planning Your Legacy

November 6, 2019 Estate Planning

Estate Planning for Executives

November 3, 2019 Estate Planning

As an executive, it's important to ensure that the complexities of your finances are organized so that your legacy and estate are well taken care of in the long run.

What is FIRE Retirement and Should You Consider It?

November 1, 2019 Retirement Planning

If you have the discipline and cash flow to save more than half of your income each month to put toward an early retirement, FIRE might work for you.

7 Financial Tips to Avoid Leaving Money on the Table

October 31, 2019 Retirement Planning Tax Planning

The holiday season is approaching, and while our focus may soon turn to turkey, travel and the New Year, we need to make sure we don’t neglect our finances before the ball drops. Below are seven financial planning opportunities that every investor should consider before year-end.