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Posts you may be interested in

Posts 1 - 10 of 31 Previous 1 2 3 4 Next
Donor Advised Funds bring tax efficiency, flexibility to year-end giving
11/29/18
Posted in
  • Financial Planning
  • Financial Planning
  • Financial Planning
  • Managing Taxes

Donor Advised Funds (DAFs) are charitable gift vehicles, sponsored by public charities that accept tax-deductible donations and invest them in a donor account until the donor requests that grants be made from the account to other IRS qualified charities.

Read Post
Back To School? Time To Get Wise About Dollars And Sense
8/15/17
Posted in
  • Economic Perspectives
  • Financial Planning

Whether you have a child beginning elementary school, entering high school or heading back to college, now is an ideal time to engage them in conversations about money. From back to school supplies to new shoes or dorm items, they are actively shopping with you for items they care about. As you pull out your wallet, take a few minutes to revisit some common sense saving and spending tips that will inspire them to think about what they are buying.

Read Post
What's in your Attic?
8/15/17
Posted in
  • Financial Planning
  • Market Commentary
  • Financial Planning

We've all heard the remarkable tales about people who stumbled on antiques or works of art worth millions of dollars in their attic or at yard sales. But even those of us who have artwork or collectibles in full view in our homes may not know how much they are actually worth.

Read Post
Six life events that affect your financial plan – and how to prepare for them
7/20/17
Posted in
  • Financial Planning
  • Financial Planning
  • Financial Planning
  • Financial Planning
  • Managing Taxes
  • Trust & Estate Planning

While you may need to quickly adjust your financial “sails” occasionally to respond to unexpected life changes, there are many other events that you can prepare for in advance to make future course corrections much easier. Here’s a review of six major life events that can alter your financial plans – plus some actions you can take now to make sure you’re prepared for the future.

Read Post
Geriatric Care Managers: Who Are They And How Can They Help?
7/17/17
Posted in
  • Financial Planning
  • Financial Planning
  • Financial Planning
  • Financial Planning
  • Trust & Estate Planning

For aging adults, maintaining their independence is a highly-valued goal. Families most often take the lead in helping their parents with day to day, health and financial matters, but sometimes a more specialized expert is needed – especially when navigating health care concerns. Enter the Geriatric Care Manager. Want to learn more about who this is and how they can help?

Read Post
Anatomy of a Financial Plan
7/12/17
Posted in
  • Financial Planning
  • Financial Planning
  • Managing Taxes

Most people assume the components of a financial plan include their brokerage, retirement and bank accounts, but a financial plan is much more than that. A financial plan takes into account your assets, your liabilities and any other circumstances that will impact your wealth. A financial plan focuses on your goals – both short and long-term – and what you need to achieve them. At Boston Private, we provide a comprehensive analysis and develop a plan customized for your individual situation.

Read Post
 
Talking About the Future with Your Parents
6/21/17
Posted in
  • Financial Planning
  • Financial Planning
  • Financial Planning
  • Managing Taxes
  • Trust & Estate Planning

This 30-minute webinar explores the challenges and opportunities families need to address when it comes to providing adequate planning and support for aging parents as they deal with personal health, day-to-day needs and financial goals.

Read Post
Mid-Year Financial Checkup
6/20/17
Posted in
  • Financial Planning
  • Financial Planning
  • Market Commentary
  • Financial Planning
  • Financial Planning
  • Managing Taxes
  • Trust & Estate Planning

The midpoint of the year can be a good time to step back and assess your financial goals to make sure you're still on track and given any changes in the economy and markets as well as your personal situation.

Read Post
The Next Steps: Gathering the Information to Make a Plan
6/09/17
Posted in
  • Financial Planning
  • Financial Planning
  • Financial Planning
  • Financial Planning
  • Managing Taxes
  • Trust & Estate Planning

You’ve scheduled the meeting, drawn up the agenda and invited the relevant family members. Now what?

Read Post
 
How Boston Private Constructs Actively-Managed, Diversified Portfolios
6/06/17
Posted in
  • Market Commentary

Learn how Boston Private’s investment team constructs portfolios that are diversified across asset classes - equities, fixed income, alternatives, and cash - using actively-managed strategies.

Read Post
Posts 1 - 10 of 31 Previous 1 2 3 4 Next

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Private Banking and Trust services are offered through Boston Private Bank & Trust Company, a Massachusetts Chartered Trust Company. Wealth Management services are offered through Boston Private Wealth LLC, a U.S. Securities and Exchange Commission Registered Investment Adviser. Boston Private Wealth LLC is a wholly owned subsidiary of Boston Private Bank & Trust Company.
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