To get a true picture of your personal financial well-being, why not view it as a business does? Use a cash flow statement and balance sheet to find the overall net worth of “Me, Inc.”Read Post
With the failure of Congressional Republicans to repeal and replace the Affordable Care Act, tax reform is now thrust to the front of the line as the White House and Congressional Republicans look for their first major legislative policy win.Read Post
Boston Private’s Chris Dudley’s experience as a professional athlete grants him a unique perspective on the issues facing high-profile individuals.Read Post
Business E-mail Compromise, or BEC, is a sophisticated fraud scheme in which fraudsters compromise a legitimate e-mail address through social engineering or computer intrusion, and then use this e-mail to conduct unauthorized transfers.Read Post
Athletes who were once paid multi-million dollar contracts are struggling with debt and forced into bankruptcy. For most outside of the professional sports arena, it’s incomprehensible. Chris Dudley, a Senior Wealth Advisor and Director of Boston Private's Sports & Entertainment division, discusses how someone who was paid so much can lose it all so quickly.Read Post
It’s Tax Season. A time for hunkering down and pulling together all the information that you and your tax professional need to get your state and federal income taxes filed on time and in good order.Read Post
“Early to bed and early to rise makes a man healthy wealthy and wise.” In 1739, “Poor Richard” published this simple axiom in his annual Almanac to remind readers about the vital role that good health habits played in building wealth. In the two centuries since then, a host of research studies have confirmed what “Richard” and the rest of us have suspected...Read Post
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