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October is National Cybersecurity Awareness Month. Help protect yourself against cyber-crime by following these steps.
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When you need cash, what’s the best course of action? If you’re tempted to reach for a credit card to get the cash you need, you may want to reconsider. There may be better ways to meet your personal liquidity needs.
Read PostAfter spending years traveling around the world for a large corporation, Renaud Megard was looking for more balance between his family and his career. His solution? Buy a company much closer to home.
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- Economy
- Family & Finance
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- Tax Planning
We're in the final stage of tax reform following the Senate's passage of its bill. Washington policy expert Doug Fisher explains the complicated and most critical next step in the process to final passage of tax reform. As the House and Senate bills shape up, Doug offers an important planning consideration related to your business.
Read PostKen Wexler and his daughter Lisa are the second and third generation owners of Elaine Construction Company, founded by Ken’s parents in 1947. Wealth to them means having the opportunity to continue their family’s legacy for generations to come.
Read PostDoing for others has been instilled in Annette Palazuelos since childhood. Her definition of wealth has less to do with money and more to do with being able to employ people, help their families, and give back whenever possible.
Read PostBob Jellen has spent fifty successful years in the entertainment insurance industry, but that’s not what drives him. It is his family that gives him the greatest satisfaction, and inspires him every day to make the most of life.
Read PostWashington policy expert Doug Fisher shares his insights on the latest tax reform proposal negotiations in Congress. He, along with Boston Private’s Brian Lopez and Shannon Saccocia will discuss how tax reform may affect you and your business as well as provide tax and investment planning tips.
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Tax reform is front and center in Washington. Tax writers are expected to release details of corporate and individual tax plans in a few weeks and start House and Senate debate.
Read PostOver the course of his career, a busy senior executive has accumulated a concentrated stock position as part of his compensation. With retirement approaching, he is beginning to worry about the risk associated with a concentration in one security and how he might generate income during his retirement.
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